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
3201
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-3,272
3202
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-233
3203
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-8,381
3204
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-3,241
3205
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3206
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-4,013
3207
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-917
3208
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-41
3209
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-2,368
3210
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-2,027
3211
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3212
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-4,085
3213
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3214
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-839
3215
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3216
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-6,780
3217
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3218
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3219
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3220
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-60
3221
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-7,975
3222
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-13,875
3223
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-4,256
3224
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3225
– –
-31
127 128
129
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