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
1226
$811K 0.01%
45,553
+4,372
1227
$809K 0.01%
229,136
+1,666
1228
$807K 0.01%
43,780
+311
1229
$807K 0.01%
27,637
-337
1230
$806K 0.01%
9,828
+2,498
1231
$806K 0.01%
14,726
+218
1232
$805K 0.01%
54,506
+179
1233
$803K 0.01%
7,098
-422
1234
$800K 0.01%
17,607
+2,491
1235
$798K 0.01%
11,674
-47
1236
$798K 0.01%
23,919
-174
1237
$796K 0.01%
4,360
-10
1238
$796K 0.01%
11,990
+686
1239
$794K 0.01%
11,288
+47
1240
$794K 0.01%
47,057
-24,121
1241
$790K 0.01%
+49,874
1242
$788K 0.01%
30,533
-12,575
1243
$787K 0.01%
6,487
+19
1244
$787K 0.01%
25,165
+161
1245
$784K 0.01%
11,490
+1,034
1246
$781K 0.01%
+19,939
1247
$781K 0.01%
38,753
-1,498
1248
$779K 0.01%
16,358
+880
1249
$778K 0.01%
26,119
-140
1250
$777K 0.01%
94,592
+306
48 49
50
51 52