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
751
$2.72M 0.03%
58,794
+3,932
752
$2.7M 0.03%
69,499
-657
753
$2.68M 0.03%
114,166
-2,932
754
$2.67M 0.02%
98,189
+4,119
755
$2.67M 0.02%
12,568
-443
756
$2.65M 0.02%
55,557
+856
757
$2.65M 0.02%
14,997
+98
758
$2.65M 0.02%
43,500
+2,017
759
$2.64M 0.02%
94,945
+4,151
760
$2.63M 0.02%
28,550
+5,952
761
$2.63M 0.02%
42,845
+6,738
762
$2.63M 0.02%
16,184
-217
763
$2.63M 0.02%
79,292
+2,005
764
$2.62M 0.02%
54,057
+14,409
765
$2.62M 0.02%
91,500
+1,436
766
$2.62M 0.02%
122,498
-17,904
767
$2.6M 0.02%
41,601
-391
768
$2.59M 0.02%
75,842
+2,210
769
$2.59M 0.02%
34,454
+2,251
770
$2.58M 0.02%
56,477
-235
771
$2.58M 0.02%
27,401
-270
772
$2.58M 0.02%
47,219
+1,006
773
$2.58M 0.02%
40,119
+1,000
774
$2.57M 0.02%
71,932
+17,221
775
$2.56M 0.02%
54,642
+3,043
29 30
31
32 33