We are live on ! Find out more
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
CRUS icon
651
Cirrus Logic
CRUS
$6.11B
$2.94M 0.02%
23,424
-874
-4% -$97.3K
CAVA icon
652
CAVA Group
CAVA
$7.17B
$2.93M 0.02%
48,572
+7,800
+19% +$591K
BWA icon
653
BorgWarner
BWA
$14.1B
$2.93M 0.02%
66,722
-34
-0.1% -$1.36K
ONTO icon
654
Onto Innovation
ONTO
$14.5B
$2.93M 0.02%
22,663
+79
+0.3% +$8.46K
FBIN icon
655
Fortune Brands Innovations
FBIN
$5.73B
$2.93M 0.02%
54,849
-196
-0.4% -$11.1K
LFUS icon
656
Littelfuse
LFUS
$11.6B
$2.93M 0.02%
11,302
+26
+0.2% +$6.51K
TKO icon
657
TKO Group
TKO
$13.8B
$2.92M 0.02%
14,483
+230
+2% +$42K
KNX icon
658
Knight Transportation
KNX
$11.2B
$2.92M 0.02%
73,853
+104
+0.1% +$4.5K
OLED icon
659
Universal Display
OLED
$4.16B
$2.9M 0.02%
20,168
+11
+0.1% +$1.6K
ZBRA icon
660
Zebra Technologies
ZBRA
$17.9B
$2.9M 0.02%
9,749
-201
-2% -$64.2K
CLX icon
661
Clorox
CLX
$13B
$2.89M 0.02%
23,468
-620
-3% -$77K
MSA icon
662
Mine Safety
MSA
$7.45B
$2.89M 0.02%
16,807
-1,021
-6% -$177K
CYTK icon
663
Cytokinetics
CYTK
$10.5B
$2.88M 0.02%
52,413
+74
+0.1% +$3.05K
HR icon
664
Healthcare Realty
HR
$6.73B
$2.87M 0.02%
159,345
+158
+0.1% +$2.67K
MIDD icon
665
Middleby
MIDD
$5.89B
$2.87M 0.02%
21,608
-2,773
-11% -$385K
CF icon
666
CF Industries
CF
$18.4B
$2.87M 0.02%
31,962
-798
-2% -$71.1K
PB icon
667
Prosperity Bancshares
PB
$8.81B
$2.87M 0.02%
43,193
-71
-0.2% -$4.88K
MAS icon
668
Masco
MAS
$14.7B
$2.86M 0.02%
40,690
-917
-2% -$64.5K
NEU icon
669
NewMarket
NEU
$8.37B
$2.86M 0.02%
3,452
+91
+3% +$70.1K
TMHC
670
DELISTED
Taylor Morrison
TMHC
$2.86M 0.02%
43,318
-885
-2% -$58.2K
TXT icon
671
Textron
TXT
$15.3B
$2.85M 0.02%
33,773
-1,038
-3% -$84.5K
HOLX
672
DELISTED
Hologic
HOLX
$2.85M 0.02%
42,220
-822
-2% -$54.6K
ARW icon
673
Arrow Electronics
ARW
$10.3B
$2.85M 0.02%
23,519
-192
-0.8% -$24.2K
EG icon
674
Everest Group
EG
$14.2B
$2.85M 0.02%
8,127
-223
-3% -$75.3K
GNTX icon
675
Gentex
GNTX
$5.02B
$2.85M 0.02%
100,542
-2,413
-2% -$64.1K
25 26
27
28 29

Similar funds

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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.