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
1201
$869K 0.01%
15,850
-389
1202
$867K 0.01%
15,423
+80
1203
$866K 0.01%
14,241
-75
1204
$860K 0.01%
8,990
+714
1205
$858K 0.01%
43,704
-184
1206
$852K 0.01%
14,288
+117
1207
$850K 0.01%
12,932
-129
1208
$844K 0.01%
23,799
+181
1209
$843K 0.01%
+36,114
1210
$843K 0.01%
33,117
+23,314
1211
$843K 0.01%
26,083
-8
1212
$838K 0.01%
39,334
+1,395
1213
$837K 0.01%
14,662
+1,490
1214
$827K 0.01%
71,693
+47,757
1215
$824K 0.01%
4,205
+16
1216
$824K 0.01%
23,874
-488
1217
$823K 0.01%
+100,160
1218
$820K 0.01%
42,263
+340
1219
$820K 0.01%
9,441
-1,000
1220
$817K 0.01%
15,379
+1,597
1221
$816K 0.01%
11,390
+601
1222
$815K 0.01%
22,141
+5,027
1223
$813K 0.01%
38,683
+292
1224
$813K 0.01%
33,572
-18,294
1225
$813K 0.01%
20,484
+576
47 48
49
50 51