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
326
$5.92M 0.06%
78,051
-2,287
327
$5.88M 0.05%
29,783
-1,473
328
$5.88M 0.05%
24,605
+859
329
$5.86M 0.05%
21,320
+348
330
$5.86M 0.05%
71,160
+5,934
331
$5.85M 0.05%
24,207
+2,591
332
$5.83M 0.05%
120,511
+25,890
333
$5.83M 0.05%
68,015
-2,570
334
$5.82M 0.05%
84,646
+2,769
335
$5.82M 0.05%
378,652
+52,876
336
$5.81M 0.05%
31,806
+639
337
$5.81M 0.05%
66,047
+1,958
338
$5.8M 0.05%
15,082
-395
339
$5.78M 0.05%
104,188
-3,084
340
$5.77M 0.05%
149,549
+10,624
341
$5.76M 0.05%
223,515
-47,857
342
$5.76M 0.05%
93,411
+1,328
343
$5.74M 0.05%
123,890
+7,596
344
$5.72M 0.05%
39,470
+1,065
345
$5.72M 0.05%
431,629
+104,260
346
$5.72M 0.05%
168,072
+26,488
347
$5.66M 0.05%
83,893
+11,267
348
$5.65M 0.05%
12,437
+794
349
$5.65M 0.05%
49,948
+274
350
$5.65M 0.05%
85,369
+1,476
12 13
14
15 16