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
LKFN icon
1326
Lakeland Financial Corp
LKFN
$1.54B
$483K ﹤0.01%
7,523
+245
+3% +$15.9K
CRGY icon
1327
Crescent Energy
CRGY
$4.1B
$477K ﹤0.01%
53,433
+1,811
+4% +$16.5K
LYFT icon
1328
Lyft
LYFT
$6.64B
$477K ﹤0.01%
21,652
+534
+3% +$8.94K
DNOW icon
1329
DNOW Inc
DNOW
$3.01B
$476K ﹤0.01%
31,215
+1,040
+3% +$15.7K
DRH icon
1330
Diamondrock Hospitality Co
DRH
$2.46B
$476K ﹤0.01%
59,774
+730
+1% +$5.91K
KMT icon
1331
Kennametal
KMT
$2.3B
$474K ﹤0.01%
22,625
+751
+3% +$16.9K
WT icon
1332
WisdomTree
WT
$3.33B
$473K ﹤0.01%
34,045
+179
+0.5% +$2.39K
SBH icon
1333
Sally Beauty Holdings
SBH
$1.58B
$471K ﹤0.01%
28,957
+28
+0.1% +$352
HTO
1334
H2O America
HTO
$2.61B
$469K ﹤0.01%
9,632
+693
+8% +$34.6K
W icon
1335
Wayfair
W
$14.1B
$468K ﹤0.01%
5,239
-109
-2% -$7.99K
PZZA icon
1336
Papa John's
PZZA
$801M
$466K ﹤0.01%
9,675
+322
+3% +$14.9K
VCEL icon
1337
Vericel Corp
VCEL
$2.27B
$465K ﹤0.01%
14,774
+497
+3% +$17.8K
WEN icon
1338
Wendy's
WEN
$1.44B
$465K ﹤0.01%
50,811
-24,912
-33% -$256K
ANIP icon
1339
ANI Pharmaceuticals
ANIP
$1.71B
$464K ﹤0.01%
5,066
+154
+3% +$12.6K
GO icon
1340
Grocery Outlet
GO
$972M
$463K ﹤0.01%
28,875
+967
+3% +$15.4K
GNL icon
1341
Global Net Lease
GNL
$1.91B
$461K ﹤0.01%
56,721
+1,890
+3% +$14.4K
ALSN icon
1342
Allison Transmission
ALSN
$10.3B
$460K ﹤0.01%
5,422
-186
-3% -$16.6K
ARR
1343
Armour Residential REIT
ARR
$2.36B
$459K ﹤0.01%
30,701
+8,298
+37% +$130K
CCS icon
1344
Century Communities
CCS
$2.01B
$459K ﹤0.01%
7,245
-439
-6% -$27.7K
ARCB icon
1345
ArcBest
ARCB
$3.03B
$457K ﹤0.01%
6,545
-28
-0.4% -$2.11K
CERT icon
1346
Certara
CERT
$1.24B
$454K ﹤0.01%
37,166
+3,371
+10% +$36.9K
CENX icon
1347
Century Aluminum
CENX
$5.18B
$451K ﹤0.01%
15,376
+548
+4% +$12.4K
CRK icon
1348
Comstock Resources
CRK
$4.23B
$451K ﹤0.01%
22,745
-2,526
-10% -$46.7K
LNN icon
1349
Lindsay Corp
LNN
$1.17B
$450K ﹤0.01%
3,204
+107
+3% +$14.9K
WERN icon
1350
Werner Enterprises
WERN
$2.18B
$450K ﹤0.01%
17,085
-480
-3% -$13.5K
52 53
54
55 56

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.