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
676
$3.08M 0.03%
58,873
+906
677
$3.07M 0.03%
132,235
+13,996
678
$3.07M 0.03%
61,290
+5,708
679
$3.07M 0.03%
87,509
+1,093
680
$3.06M 0.03%
42,021
+1,307
681
$3.04M 0.03%
21,804
+216
682
$3.04M 0.03%
15,343
-1,812
683
$3.04M 0.03%
159,196
+7,432
684
$3.03M 0.03%
17,519
+807
685
$3.01M 0.03%
32,709
+1,309
686
$3.01M 0.03%
41,210
+3,895
687
$3.01M 0.03%
143,541
+2,469
688
$3M 0.03%
64,167
+19,854
689
$3M 0.03%
21,534
-1,059
690
$2.98M 0.03%
58,645
+8,101
691
$2.98M 0.03%
23,647
+837
692
$2.98M 0.03%
236,655
+14,390
693
$2.98M 0.03%
41,931
+5,058
694
$2.97M 0.03%
41,501
+1,104
695
$2.97M 0.03%
143,199
+44,225
696
$2.96M 0.03%
39,523
-627
697
$2.96M 0.03%
83,500
+2,279
698
$2.95M 0.03%
94,579
+3,233
699
$2.95M 0.03%
29,330
-218
700
$2.95M 0.03%
59,249
+1,461
26 27
28
29 30