AB
Amalgamated Bank Portfolio holdings
AUM
$13B
1-Year Return
23.92%
This Quarter Return
+2.73%
1 Year Return
+23.92%
3 Year Return
+105.94%
5 Year Return
+196.1%
10 Year Return
+496.3%
AUM
$273M
AUM Growth
–
Cap. Flow
+$273M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.61%
Holding
184
New
184
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$10.3M |
| 2 |
Apple
AAPL
|
$9.88M |
| 3 |
Microsoft
MSFT
|
$7.7M |
| 4 |
Johnson & Johnson
JNJ
|
$6.22M |
| 5 |
GE Aerospace
GE
|
$6.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Technology | 16.67% |
| 3 | Healthcare | 13.74% |
| 4 | Consumer Staples | 11.16% |
| 5 | Energy | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
CenterPoint Energy
CNP
$24.5B
| $258K | 0.09% |
+10,979
| New | +$258K |
|
177
Western Union
WU
$2.86B
| $256K | 0.09% |
+14,987
| New | +$256K |
|
|
JNPR
178
DELISTED
Juniper Networks
JNPR
| $253K | 0.09% |
+13,089
| New | +$253K |
|
179
SiriusXM
SIRI
$8.09B
| $252K | 0.09% |
+7,521
| New | +$252K |
|
|
AVP
180
DELISTED
Avon Products, Inc.
AVP
| $245K | 0.09% |
+11,649
| New | +$245K |
|
181
Southwest Airlines
LUV
$16.4B
| $240K | 0.09% |
+18,606
| New | +$240K |
|
182
Kimco Realty
KIM
$15.4B
| $224K | 0.08% |
+10,470
| New | +$224K |
|
183
Alcoa
AA
$8.19B
| $214K | 0.08% |
+11,401
| New | +$214K |
|
184
NVIDIA
NVDA
$4.06T
| $208K | 0.08% |
+592,280
| New | +$208K |
|