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
851
$2.07M 0.02%
49,520
+728
852
$2.07M 0.02%
35,098
+769
853
$2.05M 0.02%
57,724
+6,869
854
$2.04M 0.02%
42,651
+1,208
855
$2.04M 0.02%
35,802
+7,753
856
$2.04M 0.02%
47,339
-174
857
$2.04M 0.02%
27,474
-395
858
$2.03M 0.02%
41,649
+1,745
859
$2.02M 0.02%
29,661
-314
860
$2.02M 0.02%
78,006
-1,974
861
$2.02M 0.02%
129,325
+119
862
$2M 0.02%
12,579
+1,276
863
$2M 0.02%
58,527
+3,960
864
$2M 0.02%
15,417
-409
865
$1.99M 0.02%
123,053
+10,952
866
$1.98M 0.02%
28,149
-938
867
$1.98M 0.02%
44,803
+1,136
868
$1.98M 0.02%
37,446
+506
869
$1.97M 0.02%
19,047
+56
870
$1.97M 0.02%
11,916
-351
871
$1.97M 0.02%
17,399
-345
872
$1.97M 0.02%
61,829
+538
873
$1.96M 0.02%
182,745
+4,155
874
$1.95M 0.02%
11,962
+4,841
875
$1.95M 0.02%
55,777
-162
33 34
35
36 37