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
1751
$265K ﹤0.01%
27,820
+6,164
1752
$264K ﹤0.01%
8,575
+56
1753
$263K ﹤0.01%
6,447
+1,349
1754
$263K ﹤0.01%
1,199
+49
1755
$262K ﹤0.01%
23,816
+7,136
1756
$262K ﹤0.01%
11,750
+553
1757
$262K ﹤0.01%
4,384
+1,292
1758
$261K ﹤0.01%
2,746
+514
1759
$261K ﹤0.01%
7,632
+157
1760
$261K ﹤0.01%
5,968
-174
1761
$260K ﹤0.01%
41,416
+284
1762
$258K ﹤0.01%
19,679
+1,742
1763
$258K ﹤0.01%
7,234
+224
1764
$258K ﹤0.01%
8,043
+399
1765
$257K ﹤0.01%
17,923
-130
1766
$256K ﹤0.01%
4,026
-45
1767
$256K ﹤0.01%
+9,567
1768
$255K ﹤0.01%
5,329
-122
1769
$255K ﹤0.01%
10,589
-7,727
1770
$255K ﹤0.01%
37,435
+436
1771
$254K ﹤0.01%
8,246
-244
1772
$254K ﹤0.01%
10,053
+3,018
1773
$254K ﹤0.01%
9,215
-762
1774
$254K ﹤0.01%
4,750
+245
1775
$254K ﹤0.01%
7,554
+147
69 70
71
72 73