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
526
$4.04M 0.04%
118,988
+8,627
527
$4.02M 0.04%
38,311
-2,687
528
$4.01M 0.04%
39,577
+6,699
529
$4.01M 0.04%
63,984
+881
530
$4M 0.04%
27,203
+1,464
531
$4M 0.04%
389,896
+20,594
532
$4M 0.04%
38,985
-1,945
533
$4M 0.04%
13,604
-593
534
$4M 0.04%
70,075
+783
535
$4M 0.04%
89,639
-556
536
$4M 0.04%
55,264
+2,874
537
$3.99M 0.04%
138,345
+13,584
538
$3.98M 0.04%
37,618
+2,711
539
$3.98M 0.04%
55,758
+5,378
540
$3.98M 0.04%
44,416
+1,272
541
$3.98M 0.04%
38,573
+1,917
542
$3.97M 0.04%
43,436
+2,470
543
$3.96M 0.04%
117,351
+33,919
544
$3.96M 0.04%
67,501
+4,697
545
$3.96M 0.04%
42,777
-264
546
$3.95M 0.04%
125,971
+9,748
547
$3.94M 0.04%
34,845
+1,084
548
$3.94M 0.04%
58,531
-821
549
$3.93M 0.04%
149,231
+10,506
550
$3.92M 0.04%
23,273
+924
20 21
22
23 24