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
2001
$28K ﹤0.01%
3,265
2002
$27K ﹤0.01%
727
2003
$27K ﹤0.01%
584
2004
$27K ﹤0.01%
2,802
2005
$27K ﹤0.01%
4,357
2006
$27K ﹤0.01%
2,230
2007
$27K ﹤0.01%
793
2008
$27K ﹤0.01%
2,837
2009
$27K ﹤0.01%
4,420
2010
$27K ﹤0.01%
2,195
2011
$27K ﹤0.01%
897
2012
$27K ﹤0.01%
312
2013
$27K ﹤0.01%
3,160
2014
$26K ﹤0.01%
7,197
2015
$26K ﹤0.01%
8,015
2016
$26K ﹤0.01%
2,089
2017
$26K ﹤0.01%
2,885
2018
$26K ﹤0.01%
644
2019
$26K ﹤0.01%
1,470
2020
$26K ﹤0.01%
1,312
2021
$26K ﹤0.01%
1,357
2022
$26K ﹤0.01%
2,775
2023
$26K ﹤0.01%
944
2024
$26K ﹤0.01%
6,195
+249
2025
$25K ﹤0.01%
492
79 80
81
82 83