AB

Amalgamated Bank Portfolio holdings

AUM $13.9B
1-Year Est. Return 26.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,201
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$18M
3
+$13.4M
4
COF icon
Capital One
COF
+$8.78M
5
OKTA icon
Okta
OKTA
+$7.29M

Top Sells

1
+$8.3M
2
+$7.86M
3
+$7.84M
4
WMT icon
Walmart Inc
WMT
+$5.98M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.16M

Sector Composition

1 Technology 32.4%
2 Financials 13.84%
3 Consumer Discretionary 11.07%
4 Industrials 9.42%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$589K ﹤0.01%
86,171
-1,385
1227
$586K ﹤0.01%
12,162
+62
1228
$584K ﹤0.01%
54,581
+962
1229
$583K ﹤0.01%
8,524
+2,143
1230
$583K ﹤0.01%
27,636
+83
1231
$581K ﹤0.01%
7,715
+68
1232
$581K ﹤0.01%
23,702
+84
1233
$579K ﹤0.01%
17,721
-88
1234
$578K ﹤0.01%
17,286
+2
1235
$575K ﹤0.01%
6,751
-119
1236
$571K ﹤0.01%
+6,370
1237
$570K ﹤0.01%
8,143
-100
1238
$568K ﹤0.01%
6,730
+762
1239
$565K ﹤0.01%
11,751
+209
1240
$564K ﹤0.01%
21,914
-58
1241
$563K ﹤0.01%
2,675
-6
1242
$562K ﹤0.01%
35,543
-201
1243
$562K ﹤0.01%
8,825
-43
1244
$553K ﹤0.01%
7,588
-248
1245
$550K ﹤0.01%
12,839
-281
1246
$546K ﹤0.01%
8,677
-122
1247
$546K ﹤0.01%
39,745
-4,963
1248
$543K ﹤0.01%
18,838
-915
1249
$542K ﹤0.01%
7,517
-19
1250
$540K ﹤0.01%
26,475
-109
48 49
50
51 52