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
951
$1.59M 0.01%
40,408
+489
952
$1.59M 0.01%
26,933
+240
953
$1.59M 0.01%
55,795
+1,373
954
$1.58M 0.01%
17,833
-364
955
$1.57M 0.01%
69,241
+4,677
956
$1.57M 0.01%
140,887
+16,577
957
$1.56M 0.01%
29,351
+670
958
$1.56M 0.01%
26,805
+4,708
959
$1.55M 0.01%
21,982
+950
960
$1.54M 0.01%
13,361
-550
961
$1.54M 0.01%
20,011
+6,039
962
$1.53M 0.01%
24,168
+96
963
$1.53M 0.01%
+34,880
964
$1.52M 0.01%
25,309
+1,195
965
$1.52M 0.01%
85,481
+132
966
$1.52M 0.01%
2,326
+175
967
$1.52M 0.01%
16,585
+411
968
$1.52M 0.01%
5,057
-45
969
$1.52M 0.01%
20,309
+32
970
$1.52M 0.01%
5,043
+375
971
$1.51M 0.01%
39,311
+663
972
$1.5M 0.01%
16,773
+1,144
973
$1.5M 0.01%
14,023
+8,279
974
$1.5M 0.01%
25,875
+1,604
975
$1.5M 0.01%
68,707
+23,317
37 38
39
40 41