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
651
$3.27M 0.03%
32,371
-161
652
$3.27M 0.03%
87,059
+752
653
$3.26M 0.03%
21,278
+907
654
$3.25M 0.03%
102,796
-3,649
655
$3.25M 0.03%
20,901
-441
656
$3.25M 0.03%
33,212
-28
657
$3.24M 0.03%
86,338
+2,489
658
$3.23M 0.03%
98,682
-2,207
659
$3.21M 0.03%
42,586
-711
660
$3.21M 0.03%
35,753
+2,090
661
$3.2M 0.03%
232,712
+20,748
662
$3.19M 0.03%
44,026
+4,468
663
$3.19M 0.03%
26,322
+428
664
$3.19M 0.03%
26,985
+157
665
$3.18M 0.03%
56,593
+514
666
$3.17M 0.03%
39,129
+26,028
667
$3.17M 0.03%
198,975
+4,967
668
$3.17M 0.03%
104,061
+4,963
669
$3.16M 0.03%
38,296
+3,392
670
$3.15M 0.03%
53,952
-22
671
$3.14M 0.03%
51,127
-3,301
672
$3.14M 0.03%
107,469
+4,570
673
$3.13M 0.03%
34,663
-322
674
$3.11M 0.03%
113,557
+7,143
675
$3.09M 0.03%
14,344
+198
25 26
27
28 29