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
1601
$378K ﹤0.01%
43,996
-8,696
1602
$378K ﹤0.01%
5,772
-13
1603
$377K ﹤0.01%
23,022
+462
1604
$376K ﹤0.01%
5,593
-116
1605
$376K ﹤0.01%
13,667
+283
1606
$375K ﹤0.01%
9,313
+237
1607
$374K ﹤0.01%
25,523
+1,318
1608
$374K ﹤0.01%
38,054
+568
1609
$374K ﹤0.01%
5,725
-6,115
1610
$373K ﹤0.01%
6,358
+63
1611
$372K ﹤0.01%
11,082
-49
1612
$372K ﹤0.01%
18,886
-447
1613
$372K ﹤0.01%
7,539
-57
1614
$372K ﹤0.01%
24,648
+1,537
1615
$371K ﹤0.01%
12,667
-429
1616
$371K ﹤0.01%
31,103
+1,992
1617
$370K ﹤0.01%
28,311
-1,409
1618
$369K ﹤0.01%
19,649
-10,450
1619
$369K ﹤0.01%
8,007
+36
1620
$368K ﹤0.01%
+3,869
1621
$368K ﹤0.01%
23,773
+5,793
1622
$367K ﹤0.01%
4,068
-18
1623
$365K ﹤0.01%
+2,828
1624
$364K ﹤0.01%
30,920
-328
1625
$364K ﹤0.01%
23,145
-1,305
63 64
65
66 67