AB
Amalgamated Bank Portfolio holdings
AUM
$13B
This Quarter Return
+2.61%
1 Year Return
+23.92%
3 Year Return
+105.94%
5 Year Return
+196.1%
10 Year Return
+496.3%
AUM
$580M
AUM Growth
+$580M
(-1.4%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-2.07%
Top 10 Holdings %
Top 10 Hldgs %
12.98%
Holding
874
New
34
Increased
38
Reduced
764
Closed
37
Top Buys
| 1 |
Mastercard
MA
|
$1.98M |
| 2 |
Verizon
VZ
|
$1.47M |
| 3 |
ITC
ITC HOLDINGS CORP
ITC
|
$440K |
| 4 |
Cognizant
CTSH
|
$382K |
| 5 |
Liberty Global Class C
LBTYK
|
$374K |
Top Sells
| 1 |
iShares Russell 3000 ETF
IWV
|
$4.49M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$965K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$477K |
| 4 |
IBM
IBM
|
$405K |
| 5 |
HMA
HEALTH MGMT ASSOC INC CL-A
HMA
|
$401K |
Sector Composition
| 1 | Technology | 13.89% |
| 2 | Healthcare | 13.68% |
| 3 | Industrials | 12.78% |
| 4 | Financials | 12.42% |
| 5 | Consumer Discretionary | 10.56% |
