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
2001
$150K ﹤0.01%
9,162
-418
2002
$149K ﹤0.01%
6,825
+371
2003
$149K ﹤0.01%
+41,174
2004
$148K ﹤0.01%
6,620
+192
2005
$148K ﹤0.01%
9,539
-328
2006
$148K ﹤0.01%
+13,183
2007
$148K ﹤0.01%
4,018
+192
2008
$147K ﹤0.01%
6,426
+3,827
2009
$147K ﹤0.01%
4,354
+84
2010
$147K ﹤0.01%
16,515
-4,662
2011
$147K ﹤0.01%
14,955
+321
2012
$147K ﹤0.01%
8,016
+366
2013
$147K ﹤0.01%
+17,047
2014
$146K ﹤0.01%
5,049
-195
2015
$146K ﹤0.01%
5,718
-72
2016
$145K ﹤0.01%
27,331
-53
2017
$145K ﹤0.01%
2,019
+100
2018
$145K ﹤0.01%
5,660
+3
2019
$145K ﹤0.01%
+31,173
2020
$144K ﹤0.01%
9,459
+1,188
2021
$144K ﹤0.01%
13,350
-5
2022
$144K ﹤0.01%
58,009
-4,292
2023
$143K ﹤0.01%
5,969
+20
2024
$143K ﹤0.01%
1,096
-2
2025
$143K ﹤0.01%
17,517
+330
79 80
81
82 83