AB
Amalgamated Bank Portfolio holdings
AUM
$13B
1-Year Return
23.92%
This Quarter Return
+2.17%
1 Year Return
+23.92%
3 Year Return
+105.94%
5 Year Return
+196.1%
10 Year Return
+496.3%
AUM
$1.03B
AUM Growth
+$216M
(+27%)
Cap. Flow
+$210M
Cap. Flow
% of AUM
20.49%
Top 10 Holdings %
Top 10 Hldgs %
11.76%
Holding
1,339
New
131
Increased
1,150
Reduced
17
Closed
40
Top Buys
| 1 |
iShares Russell 3000 ETF
IWV
|
+$8.61M |
| 2 |
Apple
AAPL
|
+$5.92M |
| 3 |
Microsoft
MSFT
|
+$4.2M |
| 4 |
Johnson & Johnson
JNJ
|
+$2.84M |
| 5 |
GE Aerospace
GE
|
+$2.82M |
Top Sells
| 1 |
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
|
+$989K |
| 2 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
+$954K |
| 3 |
PCP
PRECISION CASTPARTS CORP
PCP
|
+$866K |
| 4 |
BRCM
BROADCOM CORP CL-A
BRCM
|
+$852K |
| 5 |
CB
CHUBB CORPORATION
CB
|
+$798K |
Sector Composition
| 1 | Technology | 13.67% |
| 2 | Financials | 13.13% |
| 3 | Healthcare | 13.09% |
| 4 | Industrials | 11.68% |
| 5 | Consumer Discretionary | 10.62% |
