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
801
$2.39M 0.02%
14,515
+728
802
$2.38M 0.02%
22,639
-1,416
803
$2.38M 0.02%
21,694
-1,575
804
$2.38M 0.02%
39,374
-3,901
805
$2.37M 0.02%
23,571
+5,397
806
$2.37M 0.02%
9,056
-14
807
$2.37M 0.02%
43,102
-735
808
$2.36M 0.02%
80,025
-1,125
809
$2.35M 0.02%
8,602
+521
810
$2.34M 0.02%
96,104
+5,868
811
$2.32M 0.02%
122,910
-966
812
$2.31M 0.02%
65,015
+5,814
813
$2.31M 0.02%
28,667
+28
814
$2.31M 0.02%
32,493
+152
815
$2.3M 0.02%
24,403
+12,407
816
$2.29M 0.02%
25,090
-566
817
$2.29M 0.02%
24,342
-3,813
818
$2.29M 0.02%
28,455
+741
819
$2.29M 0.02%
30,687
-1,310
820
$2.29M 0.02%
28,941
-2,206
821
$2.29M 0.02%
18,612
+410
822
$2.28M 0.02%
18,387
+320
823
$2.27M 0.02%
251,282
+25,011
824
$2.26M 0.02%
34,659
+716
825
$2.25M 0.02%
35,932
+165
31 32
33
34 35