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
576
$3.78M 0.04%
43,389
+699
577
$3.76M 0.04%
38,278
-4,142
578
$3.74M 0.03%
64,213
+1,287
579
$3.72M 0.03%
84,243
-309
580
$3.72M 0.03%
13,274
+256
581
$3.71M 0.03%
83,129
+3,251
582
$3.7M 0.03%
75,441
+16,020
583
$3.69M 0.03%
31,362
+3,489
584
$3.68M 0.03%
36,570
-1,614
585
$3.67M 0.03%
174,839
+8,164
586
$3.67M 0.03%
+41,174
587
$3.66M 0.03%
204,594
+23,702
588
$3.66M 0.03%
82,760
+50,195
589
$3.65M 0.03%
9,376
-688
590
$3.65M 0.03%
10,980
-357
591
$3.64M 0.03%
79,086
+3,945
592
$3.63M 0.03%
49,523
+6,451
593
$3.63M 0.03%
95,952
+8,025
594
$3.62M 0.03%
139,850
+4,521
595
$3.62M 0.03%
14,156
+3,344
596
$3.6M 0.03%
43,744
+3,984
597
$3.59M 0.03%
19,758
-366
598
$3.59M 0.03%
75,751
-2,282
599
$3.59M 0.03%
15,970
+1,354
600
$3.58M 0.03%
54,812
+851
22 23
24
25 26