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
1351
$636K 0.01%
23,863
-3,529
1352
$635K 0.01%
19,361
+634
1353
$634K 0.01%
20,837
+1,248
1354
$633K 0.01%
18,206
+1,297
1355
$631K 0.01%
60,453
+393
1356
$630K 0.01%
16,372
-2,725
1357
$629K 0.01%
16,028
+144
1358
$629K 0.01%
19,414
+431
1359
$628K 0.01%
10,875
-390
1360
$628K 0.01%
8,592
-154
1361
$627K 0.01%
23,731
+326
1362
$627K 0.01%
6,267
-10
1363
$626K 0.01%
14,969
-90
1364
$623K 0.01%
42,592
-7,005
1365
$620K 0.01%
7,256
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1366
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6,326
-46
1367
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20,785
-1,165
1368
$618K 0.01%
22,049
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1369
$615K 0.01%
16,597
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1370
$615K 0.01%
9,202
+66
1371
$615K 0.01%
6,334
-90
1372
$613K 0.01%
51,460
-2,564
1373
$611K 0.01%
7,334
-106
1374
$611K 0.01%
15,701
+1,232
1375
$607K 0.01%
2,216
+246
53 54
55
56 57