AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
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 22.97%
2 Healthcare 14.35%
3 Financials 13.33%
4 Consumer Discretionary 10.83%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.41M 0.07%
248,634
+137,499
252
$7.39M 0.07%
93,946
+493
253
$7.39M 0.07%
133,031
+2,653
254
$7.39M 0.07%
53,261
+7,145
255
$7.32M 0.07%
80,231
+1,448
256
$7.28M 0.07%
251,998
+44,710
257
$7.27M 0.07%
40,532
-869
258
$7.25M 0.07%
13,515
+226
259
$7.24M 0.07%
55,285
-534
260
$7.22M 0.07%
203,900
+134,277
261
$7.21M 0.07%
120,639
+8,017
262
$7.16M 0.07%
57,152
+10,476
263
$7.15M 0.07%
36,927
+1,002
264
$7.11M 0.07%
75,126
-474
265
$7.1M 0.07%
141,052
+53,819
266
$7.06M 0.07%
186,203
+5,662
267
$7.05M 0.07%
47,362
+1,431
268
$7.04M 0.07%
36,241
-660
269
$7.04M 0.07%
39,415
+1,770
270
$7.02M 0.07%
61,395
+516
271
$7M 0.07%
211,437
+23,538
272
$6.99M 0.07%
35,809
-15,155
273
$6.99M 0.07%
112,104
+21,121
274
$6.98M 0.07%
125,816
+14,166
275
$6.98M 0.07%
71,622
+960
9 10
11
12 13