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
176
$10.5M 0.1%
185,485
+1,065
177
$10.4M 0.1%
201,483
+13,596
178
$10.2M 0.09%
143,749
+8,635
179
$10.1M 0.09%
324,555
+19,693
180
$10.1M 0.09%
65,486
-3,967
181
$10M 0.09%
73,839
+1,383
182
$10M 0.09%
59,739
-4,285
183
$9.95M 0.09%
57,862
-578
184
$9.93M 0.09%
87,195
-7,706
185
$9.92M 0.09%
103,721
+8,353
186
$9.8M 0.09%
145,178
+5,823
187
$9.76M 0.09%
373,400
+350
188
$9.71M 0.09%
117,924
+8,403
189
$9.68M 0.09%
175,648
-39,023
190
$9.65M 0.09%
41,418
+939
191
$9.59M 0.09%
40,193
+3,054
192
$9.58M 0.09%
160,503
+2,653
193
$9.54M 0.09%
75,264
-748
194
$9.49M 0.09%
79,887
-3,861
195
$9.48M 0.09%
143,356
+10,349
196
$9.48M 0.09%
60,809
+847
197
$9.39M 0.09%
72,343
+1,252
198
$9.33M 0.09%
168,590
+11,289
199
$9.24M 0.09%
97,163
+8,403
200
$9.2M 0.09%
198,536
-18,662
6 7
8
9 10