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
2101
$116K ﹤0.01%
23,709
-591
2102
$116K ﹤0.01%
1,025
+51
2103
$116K ﹤0.01%
7,285
+5,873
2104
$116K ﹤0.01%
+12,900
2105
$116K ﹤0.01%
1,609
+99
2106
$116K ﹤0.01%
11,399
+9,600
2107
$115K ﹤0.01%
14,199
-10,714
2108
$115K ﹤0.01%
10,093
+743
2109
$115K ﹤0.01%
4,706
+205
2110
$115K ﹤0.01%
+17,656
2111
$115K ﹤0.01%
6,095
+1,316
2112
$115K ﹤0.01%
+2,403
2113
$115K ﹤0.01%
4,553
+89
2114
$114K ﹤0.01%
8,728
+930
2115
$114K ﹤0.01%
8,658
+149
2116
$114K ﹤0.01%
2,106
+142
2117
$114K ﹤0.01%
7,828
+442
2118
$113K ﹤0.01%
1,817
-39
2119
$113K ﹤0.01%
8,877
+201
2120
$113K ﹤0.01%
4,610
-151
2121
$113K ﹤0.01%
9,819
+3,942
2122
$112K ﹤0.01%
+11,390
2123
$112K ﹤0.01%
501
-10
2124
$112K ﹤0.01%
3,658
-110
2125
$112K ﹤0.01%
+256
83 84
85
86 87