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
1326
$663K 0.01%
21,280
+306
1327
$663K 0.01%
42,472
+2,999
1328
$662K 0.01%
11,888
+74
1329
$660K 0.01%
46,644
+24
1330
$659K 0.01%
15,511
+4,006
1331
$656K 0.01%
18,029
-1,487
1332
$654K 0.01%
13,314
-258
1333
$654K 0.01%
24,053
+691
1334
$654K 0.01%
35,992
+247
1335
$653K 0.01%
+50,432
1336
$652K 0.01%
39,258
-1,866
1337
$651K 0.01%
14,400
+1,936
1338
$650K 0.01%
522
-83
1339
$649K 0.01%
11,331
-166
1340
$647K 0.01%
20,836
-764
1341
$647K 0.01%
7,287
+73
1342
$645K 0.01%
15,039
-845
1343
$644K 0.01%
+27,704
1344
$644K 0.01%
4,908
+229
1345
$644K 0.01%
61,350
+174
1346
$643K 0.01%
38,646
+201
1347
$642K 0.01%
13,254
-399
1348
$638K 0.01%
8,080
-4
1349
$637K 0.01%
16,112
-170
1350
$637K 0.01%
40,097
+86
52 53
54
55 56