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
1801
$236K ﹤0.01%
5,306
+10
1802
$235K ﹤0.01%
32,413
+1,126
1803
$235K ﹤0.01%
17,784
+2,789
1804
$235K ﹤0.01%
8,174
+1,053
1805
$235K ﹤0.01%
9,470
+2,801
1806
$233K ﹤0.01%
9,724
-3,225
1807
$232K ﹤0.01%
9,597
-276
1808
$232K ﹤0.01%
12,575
+1,654
1809
$231K ﹤0.01%
37,585
+9,987
1810
$231K ﹤0.01%
20,314
-207
1811
$231K ﹤0.01%
7,554
-81
1812
$231K ﹤0.01%
24,133
+225
1813
$231K ﹤0.01%
8,514
+409
1814
$231K ﹤0.01%
33,012
+815
1815
$230K ﹤0.01%
5,040
1816
$230K ﹤0.01%
4,903
+12
1817
$230K ﹤0.01%
22,855
-1,534
1818
$230K ﹤0.01%
20,852
+892
1819
$230K ﹤0.01%
5,251
-416
1820
$229K ﹤0.01%
9,470
+2,177
1821
$228K ﹤0.01%
21,804
+205
1822
$227K ﹤0.01%
8,586
+1,953
1823
$226K ﹤0.01%
10,425
-744
1824
$225K ﹤0.01%
4,056
-338
1825
$225K ﹤0.01%
13,670
-1,250
71 72
73
74 75