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
2551
$44K ﹤0.01%
306
-78
2552
$44K ﹤0.01%
13,647
+11,531
2553
$44K ﹤0.01%
1,747
+16
2554
$44K ﹤0.01%
12,599
+534
2555
$43K ﹤0.01%
4,340
+750
2556
$43K ﹤0.01%
4,407
+2,745
2557
$43K ﹤0.01%
3,156
+655
2558
$43K ﹤0.01%
1,336
+128
2559
$43K ﹤0.01%
1,156
+36
2560
$43K ﹤0.01%
11,073
-3,176
2561
$43K ﹤0.01%
1,849
+313
2562
$43K ﹤0.01%
3,543
+2,027
2563
$43K ﹤0.01%
+4,422
2564
$42K ﹤0.01%
15,537
+5,441
2565
$42K ﹤0.01%
3,584
+380
2566
$42K ﹤0.01%
+7,245
2567
$42K ﹤0.01%
1,275
+100
2568
$42K ﹤0.01%
954
-48
2569
$42K ﹤0.01%
+2,253
2570
$42K ﹤0.01%
+7,892
2571
$42K ﹤0.01%
+28,306
2572
$41K ﹤0.01%
2,896
+2,105
2573
$41K ﹤0.01%
3,392
-58
2574
$41K ﹤0.01%
3,140
+21
2575
$41K ﹤0.01%
8,919
+1,642
101 102
103
104 105