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
2426
$10K ﹤0.01%
515
2427
$10K ﹤0.01%
434
2428
$10K ﹤0.01%
+7,904
2429
$10K ﹤0.01%
499
2430
$10K ﹤0.01%
1,601
2431
$10K ﹤0.01%
2,673
2432
$10K ﹤0.01%
1,637
2433
$10K ﹤0.01%
2,091
2434
$10K ﹤0.01%
2,259
2435
$10K ﹤0.01%
46
2436
$10K ﹤0.01%
5,944
2437
$10K ﹤0.01%
950
2438
$10K ﹤0.01%
1,607
2439
$10K ﹤0.01%
2,946
-1,788
2440
$10K ﹤0.01%
371
2441
$10K ﹤0.01%
1,895
2442
$10K ﹤0.01%
441
-53
2443
$10K ﹤0.01%
690
2444
$10K ﹤0.01%
680
2445
$10K ﹤0.01%
632
2446
$10K ﹤0.01%
562
2447
$10K ﹤0.01%
+2,286
2448
$10K ﹤0.01%
259
2449
$10K ﹤0.01%
4,679
2450
$10K ﹤0.01%
1,540
96 97
98
99 100