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
3101
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-224
3102
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-789
3103
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3104
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-1,028
3105
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-3,844
3106
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-2,273
3107
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-5,297
3108
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-1,764
3109
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-33
3110
– –
-4,482
3111
– –
-1,543
3112
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-353
3113
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-3,249
3114
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-3,967
3115
– –
-5,034
3116
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-1,692
3117
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3118
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-385
3119
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-1,241
3120
– –
-7,649
3121
– –
-2,822
3122
– –
-298
3123
– –
-5,326
3124
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-423
3125
– –
-699
123 124
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