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
501
$4.19M 0.04%
37,051
-327
502
$4.19M 0.04%
64,279
+6,804
503
$4.19M 0.04%
204,884
+26,149
504
$4.17M 0.04%
52,564
+2,331
505
$4.17M 0.04%
132,679
+5,005
506
$4.17M 0.04%
24,904
-1,168
507
$4.16M 0.04%
63,765
+5,671
508
$4.15M 0.04%
108,743
+22,381
509
$4.15M 0.04%
28,377
+3,741
510
$4.15M 0.04%
41,780
+100
511
$4.12M 0.04%
93,577
-1,731
512
$4.11M 0.04%
23,782
+5,098
513
$4.11M 0.04%
24,544
+388
514
$4.11M 0.04%
20,280
+1,009
515
$4.09M 0.04%
36,519
+3,512
516
$4.09M 0.04%
223,337
+31,553
517
$4.09M 0.04%
53,260
+5,265
518
$4.09M 0.04%
52,192
+3,048
519
$4.07M 0.04%
43,762
+4,221
520
$4.07M 0.04%
651,360
+118,283
521
$4.07M 0.04%
75,298
-1,221
522
$4.07M 0.04%
+22,148
523
$4.06M 0.04%
147,333
+18,358
524
$4.05M 0.04%
77,327
+2,424
525
$4.04M 0.04%
18,867
-187
19 20
21
22 23