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
451
$4.71M 0.04%
133,216
+11,169
452
$4.67M 0.04%
41,180
-521
453
$4.65M 0.04%
130,407
+22,139
454
$4.65M 0.04%
24,326
+18,846
455
$4.65M 0.04%
19,632
-421
456
$4.64M 0.04%
32,901
-2,259
457
$4.62M 0.04%
280,773
+1,524
458
$4.62M 0.04%
177,284
+7,589
459
$4.61M 0.04%
18,157
+1,219
460
$4.61M 0.04%
84,650
-1,491
461
$4.6M 0.04%
67,443
+4,135
462
$4.6M 0.04%
37,921
+1,840
463
$4.59M 0.04%
155,639
+26,828
464
$4.58M 0.04%
29,712
+2,086
465
$4.56M 0.04%
118,228
+6,214
466
$4.55M 0.04%
89,562
-5,739
467
$4.55M 0.04%
69,263
+1,816
468
$4.54M 0.04%
67,115
+5,061
469
$4.53M 0.04%
107,618
+4,900
470
$4.52M 0.04%
45,824
+2,618
471
$4.52M 0.04%
95,173
+3,220
472
$4.51M 0.04%
12,033
+396
473
$4.51M 0.04%
42,862
-8,704
474
$4.5M 0.04%
31,561
-2,802
475
$4.47M 0.04%
79,868
+7,702
17 18
19
20 21