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
476
$4.44M 0.04%
16,988
-84
477
$4.43M 0.04%
97,397
-5,278
478
$4.42M 0.04%
129,123
+9,298
479
$4.41M 0.04%
218,100
+11,537
480
$4.41M 0.04%
20,970
+438
481
$4.4M 0.04%
45,191
-3,309
482
$4.39M 0.04%
49,851
+3,675
483
$4.37M 0.04%
41,114
+606
484
$4.36M 0.04%
32,150
+2,587
485
$4.36M 0.04%
43,248
+7,959
486
$4.36M 0.04%
252,751
+19,451
487
$4.35M 0.04%
83,257
+10,360
488
$4.35M 0.04%
14,752
-643
489
$4.31M 0.04%
105,092
+2,995
490
$4.3M 0.04%
81,352
+5,950
491
$4.3M 0.04%
81,770
+12,982
492
$4.29M 0.04%
162,583
+18,365
493
$4.29M 0.04%
216,949
+20,408
494
$4.28M 0.04%
88,925
+2,409
495
$4.28M 0.04%
25,578
+1,288
496
$4.26M 0.04%
51,857
+5,337
497
$4.23M 0.04%
83,093
+11,269
498
$4.23M 0.04%
132,000
+16,752
499
$4.22M 0.04%
29,002
+330
500
$4.2M 0.04%
100,277
+3,137
18 19
20
21 22