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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
ABG icon
951
Asbury Automotive
ABG
$3.8B
$1.38M 0.01%
5,625
+24
+0.4% +$5.83K
EMN icon
952
Eastman Chemical
EMN
$8.55B
$1.37M 0.01%
21,778
-513
-2% -$35.8K
GVA icon
953
Granite Construction
GVA
$5.46B
$1.37M 0.01%
12,517
+63
+0.5% +$6.47K
AX icon
954
Axos Financial
AX
$5.66B
$1.37M 0.01%
16,165
+893
+6% +$77.8K
PII icon
955
Polaris
PII
$3.94B
$1.37M 0.01%
23,533
+307
+1% +$16.6K
NPO icon
956
Enpro
NPO
$7.18B
$1.36M 0.01%
6,024
+34
+0.6% +$7.34K
ARWR icon
957
Arrowhead Research
ARWR
$12.7B
$1.36M 0.01%
39,413
+3,870
+11% +$85.1K
STEP icon
958
StepStone Group
STEP
$3.92B
$1.36M 0.01%
20,755
+1,947
+10% +$119K
TOST icon
959
Toast
TOST
$20.5B
$1.35M 0.01%
37,124
+2,446
+7% +$106K
ABCB icon
960
Ameris Bancorp
ABCB
$5.89B
$1.35M 0.01%
18,421
+19
+0.1% +$1.34K
BEN icon
961
Franklin Resources
BEN
$17B
$1.34M 0.01%
58,155
-1,691
-3% -$41.8K
MGM icon
962
MGM Resorts International
MGM
$11B
$1.34M 0.01%
38,758
-1,058
-3% -$38.8K
HSIC icon
963
Henry Schein
HSIC
$9.9B
$1.34M 0.01%
20,213
-3,072
-13% -$213K
SNEX icon
964
StoneX
SNEX
$7.77B
$1.34M 0.01%
29,909
+2,169
+8% +$92.1K
AFRM icon
965
Affirm
AFRM
$25.5B
$1.34M 0.01%
18,320
+949
+5% +$72.2K
PI icon
966
Impinj
PI
$5.35B
$1.34M 0.01%
7,408
+738
+11% +$116K
ECG
967
Everus Construction Group
ECG
$6.84B
$1.33M 0.01%
15,531
+163
+1% +$12.1K
AVNT icon
968
Avient
AVNT
$4.2B
$1.33M 0.01%
40,294
+122
+0.3% +$4.24K
BOX icon
969
Box
BOX
$4.65B
$1.33M 0.01%
41,149
+28
+0.1% +$906
GKOS icon
970
Glaukos
GKOS
$10.7B
$1.32M 0.01%
16,238
+242
+2% +$22.2K
ACA icon
971
Arcosa
ACA
$7.12B
$1.32M 0.01%
14,104
+206
+1% +$19.2K
MAC icon
972
Macerich
MAC
$6.89B
$1.32M 0.01%
72,575
+741
+1% +$12.8K
CVCO icon
973
Cavco Industries
CVCO
$4.54B
$1.32M 0.01%
2,270
-14
-0.6% -$6.85K
OLN icon
974
Olin
OLN
$2.2B
$1.31M 0.01%
52,630
+18
+0% +$400
AROC icon
975
Archrock
AROC
$5.87B
$1.31M 0.01%
49,770
-203
-0.4% -$4.89K
37 38
39
40 41

Similar funds

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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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.