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
151
$12.3M 0.11%
154,018
+4,143
152
$12.2M 0.11%
162,217
+1,448
153
$12.2M 0.11%
50,503
-1,297
154
$12.2M 0.11%
114,657
+12,135
155
$12.1M 0.11%
89,691
-2,620
156
$12.1M 0.11%
267,098
+21,834
157
$12.1M 0.11%
5,621
+301
158
$11.9M 0.11%
140,621
+5,096
159
$11.8M 0.11%
187,240
+7,315
160
$11.7M 0.11%
368,332
+11,585
161
$11.6M 0.11%
354,570
+74,009
162
$11.6M 0.11%
42,683
-4,640
163
$11.5M 0.11%
224,204
+15,001
164
$11.4M 0.11%
67,622
+5,853
165
$11.4M 0.11%
76,137
-881
166
$11.4M 0.11%
1,023,926
+37,993
167
$11.1M 0.1%
264,450
-18,030
168
$11.1M 0.1%
380,565
+6,703
169
$11M 0.1%
50,552
+1,283
170
$10.8M 0.1%
131,968
+14,636
171
$10.8M 0.1%
27,315
+912
172
$10.6M 0.1%
156,009
+13,660
173
$10.5M 0.1%
194,257
+11,317
174
$10.5M 0.1%
326,430
+17,760
175
$10.5M 0.1%
100,790
-5,476
5 6
7
8 9