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AB

Amalgamated Bank Portfolio holdings

AUM $14.5B
1-Year Est. Return 44.3%
This Fund
S&P 500
This Quarter Est. Return
+10.16%
1 Year Est. Return
+44.3%
3 Year Est. Return
+131.76%
5 Year Est. Return
+175.18%
10 Year Est. Return
+715.41%
AUM
$14B
AUM Growth
+$1.04B
Cap. Flow
+$39.6M
Cap. Flow %
0.28%
Top 10 Hldgs %
34.44%
Holding
3,041
New
27
Increased
919
Reduced
805
Closed
46

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$18M
2
HOOD icon
Robinhood
HOOD
+$11.8M
3
NTNX icon
Nutanix
NTNX
+$8.01M
4
CVX icon
Chevron
CVX
+$7.97M
5
TRU icon
TransUnion
TRU
+$7.16M

Top Sells

Rank Stock Value
1
HES
Hess
HES
+$7.48M
2
IBKR icon
Interactive Brokers
IBKR
+$7.21M
3
EME icon
Emcor
EME
+$7.19M
4
ANSS
Ansys
ANSS
+$6.13M
5
AAPL icon
Apple
AAPL
+$5.11M

Sector Composition

Rank Sector Weight
1 Technology 33.84%
2 Financials 13.29%
3 Consumer Discretionary 11.09%
4 Communication Services 9.46%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LEN icon
376
Lennar Class A
LEN
$20.6B
$5.42M 0.04%
42,984
-1,740
-4% -$216K
TDY icon
377
Teledyne Technologies
TDY
$32B
$5.41M 0.04%
9,233
-170
-2% -$93.1K
OC icon
378
Owens Corning
OC
$12.2B
$5.41M 0.04%
38,242
-604
-2% -$88.6K
ELS icon
379
Equity Lifestyle Properties
ELS
$12.5B
$5.41M 0.04%
89,112
+1,170
+1% +$71K
BRO icon
380
Brown & Brown
BRO
$24B
$5.4M 0.04%
57,578
+7,117
+14% +$694K
HSY icon
381
Hershey
HSY
$36.7B
$5.38M 0.04%
28,756
-446
-2% -$81K
CLH icon
382
Clean Harbors
CLH
$16.4B
$5.36M 0.04%
23,094
-44
-0.2% -$10.4K
ATO icon
383
Atmos Energy
ATO
$28.4B
$5.36M 0.04%
31,405
-257
-0.8% -$41.5K
PPL
384
PPL Corp
PPL
$26.3B
$5.36M 0.04%
144,108
-2,743
-2% -$98.5K
SCI icon
385
Service Corp International
SCI
$11.4B
$5.34M 0.04%
64,226
-935
-1% -$74.6K
NET icon
386
Cloudflare
NET
$111B
$5.34M 0.04%
24,885
+1,737
+8% +$355K
VLTO icon
387
Veralto
VLTO
$23.7B
$5.33M 0.04%
50,040
-147
-0.3% -$15.5K
CBOE icon
388
Cboe Global Markets
CBOE
$29.8B
$5.29M 0.04%
21,589
-407
-2% -$97.8K
AVB icon
389
AvalonBay Communities
AVB
$26.3B
$5.29M 0.04%
27,357
-502
-2% -$97.8K
SF
390
Stifel
SF
$12.7B
$5.28M 0.04%
69,798
-335
-0.5% -$25.1K
DTM icon
391
DT Midstream
DTM
$13.7B
$5.27M 0.04%
46,631
+17
+0% +$1.78K
MLI icon
392
Mueller Industries
MLI
$15.2B
$5.24M 0.04%
103,674
-240
-0.2% -$11K
FHN icon
393
First Horizon
FHN
$12B
$5.24M 0.04%
231,557
+298
+0.1% +$6.62K
LAMR icon
394
Lamar Advertising Co
LAMR
$15.7B
$5.21M 0.04%
42,594
+98
+0.2% +$12.2K
TPR icon
395
Tapestry
TPR
$33.3B
$5.21M 0.04%
45,988
+602
+1% +$63K
SYF icon
396
Synchrony
SYF
$25.4B
$5.21M 0.04%
73,263
-2,952
-4% -$214K
AWK icon
397
American Water Works
AWK
$26.9B
$5.2M 0.04%
37,363
-935
-2% -$132K
LITE icon
398
Lumentum
LITE
$63.3B
$5.19M 0.04%
31,871
+108
+0.3% +$13.5K
GIS icon
399
General Mills
GIS
$19.9B
$5.14M 0.04%
102,042
-4,427
-4% -$222K
DRI icon
400
Darden Restaurants
DRI
$24.9B
$5.14M 0.04%
26,989
+249
+0.9% +$51.2K
14 15
16
17 18

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Amalgamated Bank's Q3 2025 Portfolio in Review

As of Q3 2025, Amalgamated Bank held 3,041 positions worth $14B, up 8% from $13B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 2.4%. Amalgamated Bank opened 27 new positions and exited 46, leaving the 3,041-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 32% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Amalgamated Bank's largest Q3 2025 buy was Paramount Skydance Corp: 43,082 shares worth $815K.
  • Amalgamated Bank added most to Applovin in Q3 2025, an estimated $18M increase.
  • Amalgamated Bank's biggest Q3 2025 reduction was Interactive Brokers, cutting an estimated $7.21M.
  • Amalgamated Bank fully exited Hess in Q3 2025, selling an estimated $7.48M.
  • Amalgamated Bank's ten largest holdings make up 34% of its $14B portfolio in Q3 2025.
  • Amalgamated Bank opened 27 new positions and closed 46 in Q3 2025.
  • Amalgamated Bank's portfolio value rose 8% quarter-over-quarter to $14B.

Based on Amalgamated Bank's 13F filing for Q3 2025, filed 29 Oct 2025.