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
601
$3.58M 0.03%
129,570
-8,648
602
$3.58M 0.03%
34,748
+452
603
$3.57M 0.03%
68,059
+6,775
604
$3.56M 0.03%
45,590
-1,455
605
$3.55M 0.03%
61,544
+8,315
606
$3.54M 0.03%
15,186
-479
607
$3.53M 0.03%
75,832
+21,409
608
$3.52M 0.03%
36,208
+10,172
609
$3.52M 0.03%
13,202
-5,110
610
$3.51M 0.03%
57,219
+690
611
$3.51M 0.03%
81,868
+12,977
612
$3.5M 0.03%
16,633
+73
613
$3.49M 0.03%
24,864
-1,115
614
$3.47M 0.03%
31,047
+3,150
615
$3.47M 0.03%
87,464
+760
616
$3.45M 0.03%
96,897
+3,104
617
$3.44M 0.03%
87,699
+631
618
$3.43M 0.03%
38,544
+1,498
619
$3.43M 0.03%
146,823
+3,582
620
$3.43M 0.03%
52,578
-6,022
621
$3.42M 0.03%
29,455
+23
622
$3.42M 0.03%
854
+12
623
$3.41M 0.03%
57,537
+4,275
624
$3.4M 0.03%
46,486
-910
625
$3.4M 0.03%
136,720
+19,121
23 24
25
26 27