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
3,353
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.34M
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 22.95%
2 Healthcare 14.35%
3 Financials 13.33%
4 Consumer Discretionary 10.83%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1.36M 0.01%
12,143
-108
1027
$1.36M 0.01%
38,197
-328
1028
$1.36M 0.01%
59,814
-218
1029
$1.35M 0.01%
30,778
+1,601
1030
$1.34M 0.01%
14,026
-244
1031
$1.34M 0.01%
9,192
+863
1032
$1.34M 0.01%
56,284
-6,821
1033
$1.33M 0.01%
47,588
-141
1034
$1.33M 0.01%
22,627
+48
1035
$1.33M 0.01%
18,229
-539
1036
$1.32M 0.01%
6,569
-105
1037
$1.32M 0.01%
18,067
-514
1038
$1.32M 0.01%
15,782
-239
1039
$1.32M 0.01%
62,107
-232
1040
$1.31M 0.01%
41,450
+12,459
1041
$1.31M 0.01%
46,947
+8,553
1042
$1.31M 0.01%
21,332
+149
1043
$1.31M 0.01%
18,805
+1,744
1044
$1.31M 0.01%
36,754
-2,255
1045
$1.31M 0.01%
30,087
-238
1046
$1.31M 0.01%
22,946
-402
1047
$1.29M 0.01%
32,884
+13,774
1048
$1.29M 0.01%
+54,970
1049
$1.29M 0.01%
49,127
+1,019
1050
$1.29M 0.01%
131,749
+15,794
40 41
42
43 44