AB

Amalgamated Bank Portfolio holdings

AUM $13B
1-Year Est. Return 23.92%
This Quarter Est. Return
1 Year Est. Return
+23.92%
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
3,354
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.9M
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 22.97%
2 Healthcare 14.35%
3 Financials 13.33%
4 Consumer Discretionary 10.83%
5 Industrials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22.3M 0.21%
36,610
+705
77
$22.2M 0.21%
188,340
+2,021
78
$22M 0.21%
354,433
+2,966
79
$22M 0.2%
111,689
+3,491
80
$22M 0.2%
83,302
+1,948
81
$21.5M 0.2%
155,284
-5,851
82
$21.5M 0.2%
125,227
-7,001
83
$21.4M 0.2%
235,359
-2,819
84
$21.3M 0.2%
198,317
+5,254
85
$20.9M 0.19%
134,414
-5,272
86
$20.8M 0.19%
297,779
-14,295
87
$20.2M 0.19%
149,928
+2,111
88
$20M 0.19%
323,294
+7,821
89
$19.9M 0.19%
113,957
-2,149
90
$19.7M 0.18%
134,807
-2,188
91
$19.6M 0.18%
274,400
+8,646
92
$19.5M 0.18%
69,097
-292
93
$19.4M 0.18%
115,219
+670
94
$19.4M 0.18%
141,684
+4,725
95
$19.3M 0.18%
462,342
-49,491
96
$19M 0.18%
94,638
-5,747
97
$18.9M 0.18%
10,806
-79
98
$18.8M 0.18%
91,793
+1,382
99
$18.7M 0.17%
172,783
-11,793
100
$18.7M 0.17%
160,582
-5,011
2 3
4
5 6