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
1351
$402K ﹤0.01%
15,386
-102
1352
$401K ﹤0.01%
14,512
+57
1353
$400K ﹤0.01%
25,169
1354
$398K ﹤0.01%
10,252
1355
$398K ﹤0.01%
2,617
+199
1356
$397K ﹤0.01%
16,409
-1,723
1357
$396K ﹤0.01%
20,463
-458
1358
$396K ﹤0.01%
12,856
-813
1359
$396K ﹤0.01%
13,047
-159
1360
$396K ﹤0.01%
36,269
-187
1361
$395K ﹤0.01%
33,795
-361
1362
$394K ﹤0.01%
+6,195
1363
$393K ﹤0.01%
14,802
-1,136
1364
$392K ﹤0.01%
8,650
+76
1365
$391K ﹤0.01%
13,307
+98
1366
$390K ﹤0.01%
33,866
+278
1367
$390K ﹤0.01%
13,166
+6,294
1368
$388K ﹤0.01%
6,348
1369
$383K ﹤0.01%
19,016
1370
$383K ﹤0.01%
35,709
+1,416
1371
$378K ﹤0.01%
3,534
1372
$377K ﹤0.01%
22,403
+1,279
1373
$377K ﹤0.01%
19,404
-154
1374
$375K ﹤0.01%
25,655
1375
$371K ﹤0.01%
14,766
+395
53 54
55
56 57