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
301
$6.41M 0.06%
113,760
+13,022
302
$6.36M 0.06%
40,374
+4,298
303
$6.33M 0.06%
70,107
+5,776
304
$6.32M 0.06%
90,008
-3,448
305
$6.32M 0.06%
36,114
+1,103
306
$6.27M 0.06%
38,586
-414
307
$6.26M 0.06%
280,507
+19,102
308
$6.25M 0.06%
161,305
-2,250
309
$6.25M 0.06%
122,090
+16,663
310
$6.23M 0.06%
53,101
+6,390
311
$6.22M 0.06%
55,486
+8,172
312
$6.18M 0.06%
227,684
-12,960
313
$6.18M 0.06%
183,875
+12,329
314
$6.14M 0.06%
66,275
+83
315
$6.13M 0.06%
159,771
+22,027
316
$6.12M 0.06%
68,760
+82
317
$6.09M 0.06%
15,429
+871
318
$6.05M 0.06%
30,368
+295
319
$6.05M 0.06%
30,028
+2,071
320
$6.03M 0.06%
40,707
-27,053
321
$6.02M 0.06%
144,501
-33,211
322
$6.02M 0.06%
35,391
-342
323
$6.01M 0.06%
256,560
+13,152
324
$5.98M 0.06%
154,940
+9,569
325
$5.98M 0.06%
19,768
-1,716
11 12
13
14 15