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 +$21.6M
2 +$20.6M
3 +$16.8M
4
COF icon
Capital One
COF
+$10M
5
COIN icon
Coinbase
COIN
+$9.53M

Top Sells

1 +$8.46M
2 +$8.42M
3 +$8.3M
4
WMT icon
Walmart Inc
WMT
+$6.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.94M

Sector Composition

1 Technology 32.4%
2 Financials 13.84%
3 Consumer Discretionary 11.07%
4 Industrials 9.4%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$535K ﹤0.01%
6,757
-89
1252
$535K ﹤0.01%
3,419
+35
1253
$533K ﹤0.01%
5,608
-560
1254
$531K ﹤0.01%
9,595
+62
1255
$530K ﹤0.01%
64,765
+870
1256
$529K ﹤0.01%
46,096
+43
1257
$526K ﹤0.01%
23,976
-3,861
1258
$521K ﹤0.01%
7,982
-16
1259
$520K ﹤0.01%
15,022
-194
1260
$518K ﹤0.01%
36,875
-2,538
1261
$518K ﹤0.01%
9,740
-913
1262
$518K ﹤0.01%
11,743
1263
$518K ﹤0.01%
32,603
-87
1264
$518K ﹤0.01%
11,607
-68
1265
$517K ﹤0.01%
9,516
+354
1266
$517K ﹤0.01%
22,462
1267
$514K ﹤0.01%
17,994
-187
1268
$514K ﹤0.01%
7,891
+34
1269
$511K ﹤0.01%
10,714
-57
1270
$511K ﹤0.01%
7,585
-20
1271
$510K ﹤0.01%
74,512
+721
1272
$508K ﹤0.01%
16,208
-927
1273
$508K ﹤0.01%
2,080
1274
$507K ﹤0.01%
4,143
-66
1275
$507K ﹤0.01%
11,393
-283