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
551
$3.92M 0.04%
29,481
+3,178
552
$3.88M 0.04%
29,400
+2,248
553
$3.88M 0.04%
157,235
+6,780
554
$3.88M 0.04%
95,600
+2,953
555
$3.88M 0.04%
65,398
+13,888
556
$3.87M 0.04%
25,133
+924
557
$3.87M 0.04%
107,210
+6,108
558
$3.86M 0.04%
40,674
+1,865
559
$3.85M 0.04%
20,873
+2,418
560
$3.85M 0.04%
245,300
+11,552
561
$3.84M 0.04%
24,374
+246
562
$3.84M 0.04%
47,871
+8,445
563
$3.83M 0.04%
78,053
+10,309
564
$3.83M 0.04%
21,359
+1,360
565
$3.82M 0.04%
19,389
+821
566
$3.81M 0.04%
41,068
-1,431
567
$3.8M 0.04%
29,685
+1,241
568
$3.8M 0.04%
49,990
+944
569
$3.8M 0.04%
59,712
+6,607
570
$3.8M 0.04%
41,955
+892
571
$3.8M 0.04%
87,195
+4,813
572
$3.78M 0.04%
111,680
+8,145
573
$3.78M 0.04%
35,356
+3,104
574
$3.78M 0.04%
46,001
-155
575
$3.78M 0.04%
52,397
-2,525
21 22
23
24 25