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
976
$1.5M 0.01%
103,659
+662
977
$1.5M 0.01%
14,415
-544
978
$1.49M 0.01%
59,930
-674
979
$1.48M 0.01%
17,703
+397
980
$1.48M 0.01%
44,074
+17,465
981
$1.47M 0.01%
13,420
+1,659
982
$1.47M 0.01%
36,084
-154
983
$1.46M 0.01%
23,221
-309
984
$1.46M 0.01%
13,304
-386
985
$1.46M 0.01%
48,448
+716
986
$1.46M 0.01%
37,562
-506
987
$1.46M 0.01%
110,013
-1,955
988
$1.45M 0.01%
19,851
-582
989
$1.45M 0.01%
65,465
+9,442
990
$1.44M 0.01%
15,386
-3
991
$1.44M 0.01%
73,604
+50,107
992
$1.44M 0.01%
17,710
-301
993
$1.44M 0.01%
33,137
+493
994
$1.43M 0.01%
17,223
-481
995
$1.43M 0.01%
47,398
+370
996
$1.43M 0.01%
2,520
997
$1.42M 0.01%
5,874
+56
998
$1.42M 0.01%
32,593
+689
999
$1.42M 0.01%
15,556
-55
1000
$1.42M 0.01%
18,923
-252
38 39
40
41 42