AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
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
3,354
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.9M
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 22.97%
2 Healthcare 14.35%
3 Financials 13.33%
4 Consumer Discretionary 10.83%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.5M 0.33%
194,423
-9,021
52
$34.3M 0.32%
141,098
-15,909
53
$33.8M 0.32%
330,922
-3,685
54
$33.5M 0.31%
237,386
+12,335
55
$32.7M 0.3%
427,054
-6,671
56
$31.4M 0.29%
338,713
+6,833
57
$31.2M 0.29%
122,047
+1,650
58
$30.6M 0.29%
175,379
-14,272
59
$30.5M 0.28%
63,116
-1,982
60
$30.5M 0.28%
339,319
+657
61
$30.4M 0.28%
175,071
-202
62
$29.7M 0.28%
331,045
-428
63
$29.4M 0.27%
87,304
-10,772
64
$28.6M 0.27%
74,257
-2,918
65
$28.4M 0.26%
406,234
-35,042
66
$27.3M 0.25%
63,441
-7,701
67
$26.1M 0.24%
343,564
-7,259
68
$25.7M 0.24%
86,627
+1,990
69
$25.4M 0.24%
53,323
+365
70
$25.2M 0.24%
140,997
-1,187
71
$24.8M 0.23%
392,949
+14,265
72
$23.4M 0.22%
111,354
-11,910
73
$22.8M 0.21%
495,256
-3,394
74
$22.5M 0.21%
295,181
-11,459
75
$22.3M 0.21%
74,485
+173
1 2
3
4 5