AB
Amalgamated Bank Portfolio holdings
AUM
$13B
1-Year Return
23.92%
This Quarter Return
+1.75%
1 Year Return
+23.92%
3 Year Return
+105.94%
5 Year Return
+196.1%
10 Year Return
+496.3%
AUM
$4.76B
AUM Growth
+$472M
(+11%)
Cap. Flow
+$444M
Cap. Flow
% of AUM
9.34%
Top 10 Holdings %
Top 10 Hldgs %
18.93%
Holding
1,823
New
24
Increased
546
Reduced
1,200
Closed
50
Top Buys
| 1 |
iShares Russell 3000 ETF
IWV
|
+$41.5M |
| 2 |
Microsoft
MSFT
|
+$34.8M |
| 3 |
Apple
AAPL
|
+$32M |
| 4 |
Amazon
AMZN
|
+$24.2M |
| 5 |
Meta Platforms (Facebook)
META
|
+$14.2M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$5.61M |
| 2 |
APC
Anadarko Petroleum
APC
|
+$4.73M |
| 3 |
WP
Worldpay, Inc.
WP
|
+$4.65M |
| 4 |
RHT
Red Hat Inc
RHT
|
+$4.41M |
| 5 |
TSS
Total System Services, Inc.
TSS
|
+$2.96M |
Sector Composition
| 1 | Technology | 19.65% |
| 2 | Financials | 14.2% |
| 3 | Healthcare | 13.04% |
| 4 | Consumer Discretionary | 10.45% |
| 5 | Industrials | 9.87% |
