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
2026
$25K ﹤0.01%
1,944
2027
$25K ﹤0.01%
4,427
2028
$25K ﹤0.01%
1,090
2029
$25K ﹤0.01%
4,830
2030
$25K ﹤0.01%
528
2031
$25K ﹤0.01%
361
2032
$25K ﹤0.01%
4,106
2033
$25K ﹤0.01%
+6,796
2034
$25K ﹤0.01%
599
2035
$25K ﹤0.01%
5,845
2036
$25K ﹤0.01%
2,902
2037
$24K ﹤0.01%
2,710
2038
$24K ﹤0.01%
10,418
2039
$24K ﹤0.01%
1,016
2040
$24K ﹤0.01%
2,590
2041
$24K ﹤0.01%
3,563
2042
$24K ﹤0.01%
1,174
2043
$24K ﹤0.01%
1,632
2044
$24K ﹤0.01%
1,218
2045
$24K ﹤0.01%
1,097
2046
$24K ﹤0.01%
1,347
2047
$24K ﹤0.01%
1,533
2048
$24K ﹤0.01%
+2,691
2049
$24K ﹤0.01%
1,880
2050
$24K ﹤0.01%
1,694