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
1
$836M 6.46%
5,293,649
+106,404
2
$820M 6.33%
1,648,034
+41,515
3
$682M 5.27%
3,324,984
+105,242
4
$448M 3.46%
2,043,571
-14,421
5
$355M 2.74%
481,125
-529
6
$280M 2.16%
1,014,714
+9,909
7
$217M 1.68%
1,233,313
-47,990
8
$195M 1.5%
613,526
+21,719
9
$182M 1.4%
374,611
-10,168
10
$177M 1.37%
998,406
-47,460
11
$157M 1.21%
541,154
-4,126
12
$140M 1.08%
393,506
+4,124
13
$135M 1.04%
172,735
+2,573
14
$129M 0.99%
961,290
+31,610
15
$106M 0.82%
189,340
+5,297
16
$103M 0.79%
103,894
-3,741
17
$90.5M 0.7%
839,325
-26,938
18
$90.3M 0.7%
923,599
-62,802
19
$78.2M 0.6%
357,707
+12,413
20
$77.4M 0.6%
211,046
-3,582
21
$74M 0.57%
464,560
-30,988
22
$73M 0.56%
477,862
-352
23
$72.4M 0.56%
389,800
+19,800
24
$63.6M 0.49%
466,548
+31,411
25
$61.5M 0.47%
337,768
+11,226
1
2 3 4 5