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
101
$18.5M 0.17%
38,566
+1,079
102
$18M 0.17%
73,182
-637
103
$17.8M 0.17%
89,246
+1,487
104
$17.7M 0.17%
446,625
+5,215
105
$17.5M 0.16%
218,950
-20,319
106
$17.5M 0.16%
313,641
-4,972
107
$17.5M 0.16%
158,456
+10,873
108
$17M 0.16%
120,412
-12,740
109
$16.7M 0.16%
209,471
+6,673
110
$16.7M 0.16%
105,864
-683
111
$16.7M 0.16%
28,189
+354
112
$16.4M 0.15%
562,975
+7,126
113
$16.4M 0.15%
106,931
+5,361
114
$16.2M 0.15%
342,158
+5,363
115
$16.1M 0.15%
34,418
-152
116
$16.1M 0.15%
291,097
+7,259
117
$15.9M 0.15%
346,347
+7,441
118
$15.8M 0.15%
371,800
-2,130
119
$15.7M 0.15%
165,228
-9,895
120
$15.7M 0.15%
61,490
+280
121
$15.7M 0.15%
23,825
+372
122
$15.4M 0.14%
198,275
-9,159
123
$15.4M 0.14%
57,043
-4,411
124
$15.1M 0.14%
61,507
-5,728
125
$14.4M 0.13%
30,681
-1,031
3 4
5
6 7