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
626
$3.4M 0.03%
34,873
+3,120
627
$3.39M 0.03%
39,012
+723
628
$3.39M 0.03%
19,424
+30
629
$3.39M 0.03%
118,887
+11,893
630
$3.39M 0.03%
18,009
+64
631
$3.38M 0.03%
118,308
-3,975
632
$3.37M 0.03%
71,105
+1,192
633
$3.37M 0.03%
14,684
+96
634
$3.37M 0.03%
44,967
+3,514
635
$3.35M 0.03%
82,011
+7,089
636
$3.35M 0.03%
12,277
-626
637
$3.35M 0.03%
34,435
+482
638
$3.34M 0.03%
318,807
+15,431
639
$3.33M 0.03%
37,995
+3,270
640
$3.33M 0.03%
27,817
+558
641
$3.31M 0.03%
15,194
+1,635
642
$3.31M 0.03%
92,634
-4,454
643
$3.31M 0.03%
47,113
-2,713
644
$3.31M 0.03%
30,059
+2,692
645
$3.3M 0.03%
118,258
+431
646
$3.29M 0.03%
28,241
+107
647
$3.29M 0.03%
95,208
+3,030
648
$3.29M 0.03%
26,415
+303
649
$3.29M 0.03%
64,934
-260
650
$3.28M 0.03%
75,901
+3,290
24 25
26
27 28