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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
UNF icon
1176
Unifirst Corp
UNF
$5.27B
$729K 0.01%
4,359
+74
+2% +$12.8K
RXO icon
1177
RXO
RXO
$3.54B
$728K 0.01%
47,354
+6,206
+15% +$100K
MTRN icon
1178
Materion
MTRN
$5.85B
$727K 0.01%
6,018
+87
+1% +$9.13K
CWEN icon
1179
Clearway Energy Class C
CWEN
$7.08B
$723K 0.01%
25,598
+484
+2% +$14.7K
ASTS icon
1180
AST SpaceMobile
ASTS
$21.4B
$722K 0.01%
14,714
+2,062
+16% +$99.4K
TDW icon
1181
Tidewater
TDW
$4.54B
$722K 0.01%
13,529
+448
+3% +$24.6K
CON
1182
Concentra Group Holdings
CON
$4.21B
$717K 0.01%
34,247
+3,187
+10% +$68K
DIOD icon
1183
Diodes
DIOD
$4.75B
$716K 0.01%
13,457
+234
+2% +$12.5K
OII icon
1184
Oceaneering
OII
$5.05B
$710K 0.01%
28,647
-71
-0.2% -$1.63K
CVBF icon
1185
CVB Financial
CVBF
$4.02B
$707K 0.01%
37,383
+273
+0.7% +$5.44K
SHOO icon
1186
Steven Madden
SHOO
$3.53B
$704K 0.01%
21,042
+440
+2% +$12.3K
ACHC icon
1187
Acadia Healthcare
ACHC
$2.9B
$702K 0.01%
28,363
-13,671
-33% -$305K
FFBC icon
1188
First Financial Bancorp
FFBC
$3.57B
$702K 0.01%
27,784
+493
+2% +$12.5K
CRDO icon
1189
Credo Technology Group
CRDO
$46.2B
$699K 0.01%
4,802
-87
-2% -$10.6K
ROKU icon
1190
Roku
ROKU
$22.4B
$695K 0.01%
6,940
-34
-0.5% -$3.14K
PPLI
1191
People Inc
PPLI
$2.97B
$692K ﹤0.01%
20,320
+249
+1% +$9.29K
PCOR icon
1192
Procore
PCOR
$8.93B
$692K ﹤0.01%
9,489
+820
+9% +$57.3K
CRVL icon
1193
CorVel
CRVL
$3.09B
$690K ﹤0.01%
8,918
+1,184
+15% +$106K
CC icon
1194
Chemours
CC
$2.23B
$689K ﹤0.01%
43,528
+740
+2% +$10.7K
NOG icon
1195
Northern Oil and Gas
NOG
$2.58B
$688K ﹤0.01%
27,744
-285
-1% -$7.56K
GEF icon
1196
Greif
GEF
$4.98B
$686K ﹤0.01%
11,473
+44
+0.4% +$2.84K
INSP icon
1197
Inspire Medical Systems
INSP
$1.71B
$684K ﹤0.01%
9,212
-355
-4% -$35.9K
TRMK icon
1198
Trustmark
TRMK
$2.78B
$684K ﹤0.01%
17,264
-17
-0.1% -$663
NWL icon
1199
Newell Brands
NWL
$2.62B
$683K ﹤0.01%
130,377
+4,492
+4% +$25.5K
ABR icon
1200
Arbor Realty Trust
ABR
$998M
$679K ﹤0.01%
55,643
+1,062
+2% +$12.4K
46 47
48
49 50

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.