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
1301
$705K 0.01%
25,252
+200
1302
$701K 0.01%
5,280
-39
1303
$700K 0.01%
23,988
+1,332
1304
$698K 0.01%
24,574
-753
1305
$697K 0.01%
16,004
+7,900
1306
$696K 0.01%
+27,476
1307
$694K 0.01%
3,755
+188
1308
$691K 0.01%
23,273
+7
1309
$691K 0.01%
24,756
+4,020
1310
$688K 0.01%
11,013
+698
1311
$686K 0.01%
10,966
-557
1312
$683K 0.01%
5,628
-149
1313
$683K 0.01%
+11,928
1314
$682K 0.01%
45,374
+16,894
1315
$681K 0.01%
14,368
+81
1316
$679K 0.01%
6,221
-111
1317
$678K 0.01%
17,667
+18
1318
$678K 0.01%
23,449
+70
1319
$678K 0.01%
12,183
+222
1320
$676K 0.01%
23,055
+2,798
1321
$675K 0.01%
176,825
-612
1322
$674K 0.01%
12,682
+576
1323
$673K 0.01%
18,979
-98
1324
$669K 0.01%
14,736
+1,875
1325
$666K 0.01%
11,003
-9
51 52
53
54 55