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
2801
$25K ﹤0.01%
+607
2802
$25K ﹤0.01%
11,932
+882
2803
$25K ﹤0.01%
273
+17
2804
$25K ﹤0.01%
257
-24
2805
$25K ﹤0.01%
1,910
-5
2806
$25K ﹤0.01%
+620
2807
$25K ﹤0.01%
3,436
+1,046
2808
$25K ﹤0.01%
+2,093
2809
$24K ﹤0.01%
2,686
+241
2810
$24K ﹤0.01%
1,084
+147
2811
$24K ﹤0.01%
656
+121
2812
$24K ﹤0.01%
+1,068
2813
$24K ﹤0.01%
4,588
+210
2814
$24K ﹤0.01%
+719
2815
$24K ﹤0.01%
3,828
-865
2816
$24K ﹤0.01%
2,045
+156
2817
$24K ﹤0.01%
+747
2818
$24K ﹤0.01%
+892
2819
$24K ﹤0.01%
+1,215
2820
$24K ﹤0.01%
10,520
-2,939
2821
$24K ﹤0.01%
4,329
-192
2822
$23K ﹤0.01%
1,245
-984
2823
$23K ﹤0.01%
660
-142
2824
$23K ﹤0.01%
1,283
+59
2825
$23K ﹤0.01%
1,431
+316
111 112
113
114 115