AB
Amalgamated Bank Portfolio holdings
AUM
$13B
1-Year Return
23.92%
This Quarter Return
+8.23%
1 Year Return
+23.92%
3 Year Return
+105.94%
5 Year Return
+196.1%
10 Year Return
+496.3%
AUM
$12.5B
AUM Growth
+$9.81B
(+368%)
Cap. Flow
+$9.6B
Cap. Flow
% of AUM
76.96%
Top 10 Holdings %
Top 10 Hldgs %
19.2%
Holding
2,209
New
604
Increased
1,565
Reduced
9
Closed
28
Top Buys
| 1 |
Apple
AAPL
|
+$368M |
| 2 |
Microsoft
MSFT
|
+$351M |
| 3 |
Amazon
AMZN
|
+$255M |
| 4 |
Meta Platforms (Facebook)
META
|
+$143M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$132M |
Top Sells
| 1 |
HubSpot
HUBS
|
+$1.89M |
| 2 |
iShares Russell 3000 ETF
IWV
|
+$1.7M |
| 3 |
Zscaler
ZS
|
+$1.62M |
| 4 |
IPHI
INPHI CORPORATION
IPHI
|
+$1.59M |
| 5 |
RP
RealPage, Inc.
RP
|
+$1.36M |
Sector Composition
| 1 | Technology | 21.3% |
| 2 | Financials | 14.4% |
| 3 | Healthcare | 12.88% |
| 4 | Consumer Discretionary | 12.06% |
| 5 | Industrials | 10.17% |
