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
901
$1.8M 0.02%
198,930
+12,425
902
$1.8M 0.02%
76,255
+40,979
903
$1.8M 0.02%
31,031
+122
904
$1.8M 0.02%
207,741
+55
905
$1.8M 0.02%
21,520
-596
906
$1.79M 0.02%
6,906
-7,782
907
$1.79M 0.02%
63,183
+26,278
908
$1.78M 0.02%
45,071
-74
909
$1.78M 0.02%
18,463
-490
910
$1.77M 0.02%
97,094
+1,819
911
$1.77M 0.02%
58,468
+2,433
912
$1.77M 0.02%
77,890
-1,820
913
$1.76M 0.02%
75,626
+4,188
914
$1.76M 0.02%
73,011
+71
915
$1.75M 0.02%
105,677
-13,519
916
$1.74M 0.02%
+50,568
917
$1.74M 0.02%
27,131
+10,713
918
$1.74M 0.02%
82,401
+156
919
$1.74M 0.02%
35,393
+217
920
$1.74M 0.02%
53,567
+19,443
921
$1.74M 0.02%
10,647
+306
922
$1.73M 0.02%
32,876
-178
923
$1.72M 0.02%
64,021
-2,039
924
$1.72M 0.02%
21,522
+602
925
$1.72M 0.02%
10,163
-1,160
35 36
37
38 39