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
1001
$1.41M 0.01%
48,685
+2,206
1002
$1.41M 0.01%
84,839
+918
1003
$1.4M 0.01%
24,563
+10,957
1004
$1.4M 0.01%
17,176
-79
1005
$1.4M 0.01%
29,311
+1,638
1006
$1.39M 0.01%
22,495
-406
1007
$1.39M 0.01%
16,132
+112
1008
$1.39M 0.01%
52,190
-474
1009
$1.39M 0.01%
9,284
+333
1010
$1.39M 0.01%
14,398
+1,121
1011
$1.39M 0.01%
34,545
+591
1012
$1.38M 0.01%
45,025
+6,072
1013
$1.38M 0.01%
38,836
+10,868
1014
$1.38M 0.01%
25,699
+483
1015
$1.38M 0.01%
19,523
-256
1016
$1.38M 0.01%
59,761
+15,809
1017
$1.38M 0.01%
15,278
+1,191
1018
$1.38M 0.01%
63,219
-768
1019
$1.37M 0.01%
65,449
-3,933
1020
$1.37M 0.01%
21,281
-236
1021
$1.37M 0.01%
33,497
-752
1022
$1.37M 0.01%
24,622
+914
1023
$1.36M 0.01%
54,055
-6,585
1024
$1.36M 0.01%
75,261
-1,831
1025
$1.36M 0.01%
25,055
+404
39 40
41
42 43