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
3001
$10K ﹤0.01%
+4,457
3002
$10K ﹤0.01%
3,674
-254
3003
$9K ﹤0.01%
+8,708
3004
$9K ﹤0.01%
+659
3005
$9K ﹤0.01%
2,063
+374
3006
$9K ﹤0.01%
1,334
+41
3007
$9K ﹤0.01%
+50
3008
$9K ﹤0.01%
+7,432
3009
$9K ﹤0.01%
1,878
+851
3010
$9K ﹤0.01%
+5,994
3011
$8K ﹤0.01%
218
+15
3012
– –
0
3013
$8K ﹤0.01%
2,515
+823
3014
$8K ﹤0.01%
+428
3015
$7K ﹤0.01%
824
-188
3016
$6K ﹤0.01%
399
+176
3017
$5K ﹤0.01%
208
+9
3018
$5K ﹤0.01%
+11
3019
$4K ﹤0.01%
113
-6
3020
$4K ﹤0.01%
1,006
+94
3021
$2K ﹤0.01%
796
+51
3022
– –
-423
3023
– –
-401
3024
– –
-26,544
3025
– –
-7,995
119 120
121
122 123