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
126
$14.3M 0.13%
64,069
-4,165
127
$14.2M 0.13%
78,165
-3,962
128
$14.2M 0.13%
154,986
+1,662
129
$14M 0.13%
237,781
+17,800
130
$13.9M 0.13%
62,343
+5,162
131
$13.8M 0.13%
60,921
-18
132
$13.8M 0.13%
60,947
-2,140
133
$13.8M 0.13%
42,338
+3,773
134
$13.8M 0.13%
62,160
+2,332
135
$13.7M 0.13%
161,467
+15,563
136
$13.6M 0.13%
364,485
+6,759
137
$13.6M 0.13%
56,432
-2,382
138
$13.4M 0.12%
142,504
+1,218
139
$13.4M 0.12%
150,589
-40
140
$13.3M 0.12%
41,648
+1,274
141
$13.2M 0.12%
369,089
+17,498
142
$13.1M 0.12%
136,082
+10,023
143
$12.9M 0.12%
42,403
+664
144
$12.9M 0.12%
102,170
+2,201
145
$12.8M 0.12%
41,018
-3,894
146
$12.6M 0.12%
88,108
-3,876
147
$12.6M 0.12%
153,057
+4,589
148
$12.4M 0.12%
165,462
+5,128
149
$12.4M 0.12%
207,404
-5,762
150
$12.3M 0.12%
159,121
+18,624
4 5
6
7 8