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
2701
$31K ﹤0.01%
+1,820
2702
$31K ﹤0.01%
146
-30
2703
$31K ﹤0.01%
+2,073
2704
$31K ﹤0.01%
+851
2705
$31K ﹤0.01%
2,712
-70
2706
$31K ﹤0.01%
1,303
+35
2707
$31K ﹤0.01%
11,881
+353
2708
$31K ﹤0.01%
4,803
+178
2709
$31K ﹤0.01%
5,007
+488
2710
$31K ﹤0.01%
8,981
-2,415
2711
$31K ﹤0.01%
1,601
+45
2712
$31K ﹤0.01%
4,487
+380
2713
$30K ﹤0.01%
3,226
-91
2714
$30K ﹤0.01%
5,140
+245
2715
$30K ﹤0.01%
2,692
+175
2716
$30K ﹤0.01%
4,162
-287
2717
$30K ﹤0.01%
2,097
+16
2718
$30K ﹤0.01%
3,004
-648
2719
$30K ﹤0.01%
+6,991
2720
$30K ﹤0.01%
6,456
-186
2721
$30K ﹤0.01%
3,518
+209
2722
$30K ﹤0.01%
886
+41
2723
$30K ﹤0.01%
560
+13
2724
$30K ﹤0.01%
1,108
-73
2725
$30K ﹤0.01%
7,979
+10
107 108
109
110 111