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
2026
$142K ﹤0.01%
537
-12
2027
$142K ﹤0.01%
6,820
-486
2028
$142K ﹤0.01%
11,042
-1,025
2029
$142K ﹤0.01%
14,945
-18
2030
$142K ﹤0.01%
7,778
+76
2031
$141K ﹤0.01%
7,355
+326
2032
$140K ﹤0.01%
15,848
+1,435
2033
$140K ﹤0.01%
10,136
+524
2034
$139K ﹤0.01%
1,559
+41
2035
$139K ﹤0.01%
8,573
+246
2036
$139K ﹤0.01%
22,661
+18,697
2037
$139K ﹤0.01%
15,311
-483
2038
$138K ﹤0.01%
3,683
-446
2039
$138K ﹤0.01%
6,768
+926
2040
$138K ﹤0.01%
219
-9
2041
$138K ﹤0.01%
30,601
+2,189
2042
$136K ﹤0.01%
40,290
+2,121
2043
$136K ﹤0.01%
16,493
-400
2044
$136K ﹤0.01%
44,262
+2,476
2045
$136K ﹤0.01%
22,668
-10,516
2046
$136K ﹤0.01%
5,254
-642
2047
$135K ﹤0.01%
5,947
-1,795
2048
$135K ﹤0.01%
2,948
+646
2049
$134K ﹤0.01%
6,225
-583
2050
$134K ﹤0.01%
4,814
+242
80 81
82
83 84