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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
POWL icon
1126
Powell Industries
POWL
$7.59B
$830K 0.01%
8,172
+147
+2% +$12.5K
YOU icon
1127
Clear Secure
YOU
$4.97B
$830K 0.01%
24,875
-1,257
-5% -$41.7K
ABM icon
1128
ABM Industries
ABM
$2.83B
$826K 0.01%
17,913
+159
+0.9% +$7.54K
BCC icon
1129
Boise Cascade
BCC
$2.98B
$823K 0.01%
10,644
-124
-1% -$10.6K
PRVA icon
1130
Privia Health
PRVA
$2.81B
$822K 0.01%
33,016
+3,232
+11% +$69.6K
VIAV icon
1131
Viavi Solutions
VIAV
$9.47B
$822K 0.01%
64,746
+1,165
+2% +$12.8K
WD icon
1132
Walker & Dunlop
WD
$1.48B
$822K 0.01%
9,826
+625
+7% +$50.3K
ENVA icon
1133
Enova International
ENVA
$6.4B
$818K 0.01%
7,104
-148
-2% -$16.9K
PPC icon
1134
Pilgrim's Pride
PPC
$6.4B
$818K 0.01%
20,087
+1,072
+6% +$48.6K
AWR icon
1135
American States Water
AWR
$3.47B
$817K 0.01%
11,144
+200
+2% +$14.9K
FORM icon
1136
FormFactor
FORM
$9.46B
$817K 0.01%
22,420
+411
+2% +$13.2K
GEO icon
1137
The GEO Group
GEO
$4.18B
$817K 0.01%
39,872
+784
+2% +$17.9K
PSKY
1138
Paramount Skydance Corp
PSKY
$10.5B
$815K 0.01%
+43,082
New +$681K
VAC icon
1139
Marriott Vacations Worldwide
VAC
$3.95B
$809K 0.01%
12,153
-1,951
-14% -$150K
IOT icon
1140
Samsara
IOT
$23.5B
$806K 0.01%
21,634
+1,444
+7% +$53.6K
BL icon
1141
BlackLine
BL
$1.63B
$804K 0.01%
15,143
+191
+1% +$10.3K
IONS icon
1142
Ionis Pharmaceuticals
IONS
$9.21B
$798K 0.01%
12,195
+669
+6% +$32.7K
SFNC icon
1143
Simmons First National
SFNC
$3.42B
$795K 0.01%
41,478
+5,561
+15% +$111K
AEO icon
1144
American Eagle Outfitters
AEO
$2.91B
$792K 0.01%
46,282
+742
+2% +$10.2K
CWT icon
1145
California Water Service
CWT
$3.09B
$792K 0.01%
17,260
+306
+2% +$14.1K
WHD icon
1146
Cactus
WHD
$5.78B
$783K 0.01%
19,830
+387
+2% +$16.3K
VCYT icon
1147
Veracyte
VCYT
$3.73B
$781K 0.01%
22,760
+20,099
+755% +$577K
EXTR icon
1148
Extreme Networks
EXTR
$3.14B
$780K 0.01%
37,784
-4
-0% -$79
ONON icon
1149
On Holding
ONON
$10.3B
$780K 0.01%
18,416
+1,186
+7% +$56.4K
NSP icon
1150
Insperity
NSP
$1.94B
$777K 0.01%
15,798
+65
+0.4% +$3.56K
44 45
46
47 48

Similar funds

JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
IFP
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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.