AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
-$2.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,354
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.9M
3
+$4.75M
4
VICI icon
VICI Properties
VICI
+$4.1M
5
AZPN
Aspen Technology Inc
AZPN
+$4.07M

Top Sells

1
+$20.8M
2
+$18.1M
3
+$11.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$10.3M

Sector Composition

1 Technology 22.96%
2 Healthcare 14.35%
3 Financials 13.33%
4 Consumer Discretionary 10.83%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$49K ﹤0.01%
+10,647
2502
$48K ﹤0.01%
1,866
+87
2503
$48K ﹤0.01%
1,712
+84
2504
$48K ﹤0.01%
4,088
+408
2505
$48K ﹤0.01%
+11,271
2506
$48K ﹤0.01%
14,740
-10,076
2507
$48K ﹤0.01%
4,426
+789
2508
$48K ﹤0.01%
1,936
-1,643
2509
$48K ﹤0.01%
1,973
+299
2510
$48K ﹤0.01%
6,962
+534
2511
$48K ﹤0.01%
519
+143
2512
$48K ﹤0.01%
3,410
+275
2513
$48K ﹤0.01%
25,735
+3,610
2514
$48K ﹤0.01%
7,550
-143
2515
$47K ﹤0.01%
8,469
-1,019
2516
$47K ﹤0.01%
+2,350
2517
$47K ﹤0.01%
2,264
+190
2518
$47K ﹤0.01%
+3,663
2519
$47K ﹤0.01%
3,714
+542
2520
$46K ﹤0.01%
1,911
+95
2521
$46K ﹤0.01%
8,150
+1,933
2522
$46K ﹤0.01%
1,921
+74
2523
$46K ﹤0.01%
8,214
+773
2524
$46K ﹤0.01%
1,729
+22
2525
$46K ﹤0.01%
732
-24
99 100
101
102 103