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
3,354
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.9M
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 22.96%
2 Healthcare 14.35%
3 Financials 13.33%
4 Consumer Discretionary 10.83%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$59K ﹤0.01%
22,372
-163
2402
$59K ﹤0.01%
+5,821
2403
$58K ﹤0.01%
3,490
+768
2404
$58K ﹤0.01%
3,063
-699
2405
$58K ﹤0.01%
3,292
+1,435
2406
$58K ﹤0.01%
3,861
+43
2407
$57K ﹤0.01%
3,601
+1,059
2408
$57K ﹤0.01%
2,690
+386
2409
$57K ﹤0.01%
1,953
+325
2410
$57K ﹤0.01%
5,532
-1,575
2411
$57K ﹤0.01%
16,373
-3,079
2412
$56K ﹤0.01%
9,235
+1,826
2413
$56K ﹤0.01%
22,560
+495
2414
$56K ﹤0.01%
11,285
-1,974
2415
$56K ﹤0.01%
2,518
+185
2416
$56K ﹤0.01%
6,959
-1,425
2417
$56K ﹤0.01%
3,596
+1,567
2418
$55K ﹤0.01%
1,846
+82
2419
$55K ﹤0.01%
+23,431
2420
$55K ﹤0.01%
+1,652
2421
$55K ﹤0.01%
+24,771
2422
$55K ﹤0.01%
508
+1
2423
$55K ﹤0.01%
7,944
-42
2424
$55K ﹤0.01%
1,136
+14
2425
$55K ﹤0.01%
10,155
+2,481
95 96
97
98 99