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
3,353
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.34M
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 22.95%
2 Healthcare 14.35%
3 Financials 13.33%
4 Consumer Discretionary 10.83%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.88M 0.05%
30,147
+411
427
$4.87M 0.05%
37,298
-795
428
$4.87M 0.05%
83,456
+798
429
$4.85M 0.05%
287,073
+14,819
430
$4.85M 0.05%
17,314
+3,976
431
$4.85M 0.05%
36,466
+3,631
432
$4.85M 0.05%
19,950
+1,326
433
$4.82M 0.05%
26,664
+2,373
434
$4.82M 0.05%
78,955
+6,485
435
$4.81M 0.04%
34,996
+3,990
436
$4.8M 0.04%
76,558
+318
437
$4.8M 0.04%
51,509
+1,194
438
$4.8M 0.04%
83,815
+2,041
439
$4.8M 0.04%
213,471
-41,544
440
$4.78M 0.04%
33,635
-7,836
441
$4.76M 0.04%
168,963
+3,013
442
$4.76M 0.04%
23,050
-780
443
$4.76M 0.04%
216,685
+22,770
444
$4.74M 0.04%
71,793
+9,278
445
$4.74M 0.04%
69,360
-442
446
$4.74M 0.04%
113,839
+4,976
447
$4.74M 0.04%
45,876
+328
448
$4.73M 0.04%
79,509
+4,084
449
$4.73M 0.04%
393,383
+31,034
450
$4.73M 0.04%
169,117
-912
16 17
18
19 20