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
26
$55.7M 0.52%
1,789,371
-15,798
27
$54.3M 0.51%
99,861
-6,955
28
$54.2M 0.5%
1,067,008
-57,686
29
$52.2M 0.49%
1,074,170
-14,860
30
$48.2M 0.45%
443,330
-40,405
31
$46.9M 0.44%
189,818
-207
32
$46.6M 0.43%
167,740
-12,371
33
$45.7M 0.43%
124,759
-9,295
34
$44.8M 0.42%
1,049,726
-140,771
35
$44.3M 0.41%
1,129,750
-14,983
36
$43.7M 0.41%
462,789
+1,271
37
$43.6M 0.41%
1,075,866
-111,981
38
$41.9M 0.39%
543,710
-34,359
39
$41.6M 0.39%
185,248
+4,183
40
$41.4M 0.39%
251,143
-3,597
41
$38.7M 0.36%
1,035,581
-31,184
42
$38.7M 0.36%
391,758
-25,950
43
$38.5M 0.36%
497,256
+4,100
44
$38.2M 0.36%
1,824,074
-552,916
45
$38.1M 0.36%
298,113
-1,835
46
$37.6M 0.35%
960,057
-20,012
47
$37.2M 0.35%
129,333
+50,753
48
$37.1M 0.35%
241,191
-16,402
49
$36.2M 0.34%
377,129
+1,041
50
$35.5M 0.33%
166,632
-269
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