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
1626
$146K ﹤0.01%
1,871
1627
$146K ﹤0.01%
3,641
1628
$144K ﹤0.01%
1,471
+28
1629
$144K ﹤0.01%
9,834
+3,538
1630
$144K ﹤0.01%
3,315
+57
1631
$143K ﹤0.01%
15,717
-455
1632
$143K ﹤0.01%
3,467
1633
$143K ﹤0.01%
16,294
-234
1634
$143K ﹤0.01%
13,910
+371
1635
$142K ﹤0.01%
6,782
-236
1636
$141K ﹤0.01%
6,447
1637
$141K ﹤0.01%
4,634
+1,736
1638
$141K ﹤0.01%
5,035
-222
1639
$140K ﹤0.01%
8,111
+866
1640
$140K ﹤0.01%
4,301
1641
$139K ﹤0.01%
4,102
1642
$139K ﹤0.01%
11,412
1643
$138K ﹤0.01%
+2,827
1644
$138K ﹤0.01%
25,941
1645
$138K ﹤0.01%
23,194
1646
$137K ﹤0.01%
2,570
1647
$137K ﹤0.01%
5,464
-53
1648
$136K ﹤0.01%
33,397
1649
$134K ﹤0.01%
6,251
-793
1650
$133K ﹤0.01%
11,311
+140
64 65
66
67 68