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
1101
$1.15M 0.01%
89,336
-1,929
1102
$1.14M 0.01%
14,066
-343
1103
$1.14M 0.01%
76,576
-10,620
1104
$1.13M 0.01%
21,210
-4,259
1105
$1.13M 0.01%
14,378
-256
1106
$1.13M 0.01%
11,818
+462
1107
$1.13M 0.01%
12,455
-1,879
1108
$1.13M 0.01%
52,401
+3,210
1109
$1.12M 0.01%
106,831
+3,791
1110
$1.12M 0.01%
30,725
+65
1111
$1.12M 0.01%
62,554
-440
1112
$1.12M 0.01%
99,801
-4,293
1113
$1.12M 0.01%
27,397
-1,461
1114
$1.12M 0.01%
16,428
-252
1115
$1.11M 0.01%
65,775
+829
1116
$1.11M 0.01%
32,802
+115
1117
$1.11M 0.01%
61,446
-994
1118
$1.1M 0.01%
17,722
+8,327
1119
$1.1M 0.01%
52,648
+1,577
1120
$1.1M 0.01%
132,111
+70,208
1121
$1.1M 0.01%
144,784
+76,035
1122
$1.09M 0.01%
9,193
+152
1123
$1.08M 0.01%
59,771
-5,716
1124
$1.08M 0.01%
30,494
-102
1125
$1.08M 0.01%
5,624
-468
43 44
45
46 47