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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
LBTYA icon
1701
Liberty Global Class A
LBTYA
$3.54B
$100K ﹤0.01%
8,712
+101
+1% +$1.11K
MIRM icon
1702
Mirum Pharmaceuticals
MIRM
$6.09B
$100K ﹤0.01%
1,362
– –
UUUU icon
1703
Energy Fuels
UUUU
$3.65B
$100K ﹤0.01%
6,494
– –
MGRC icon
1704
McGrath RentCorp
MGRC
$2.95B
$98K ﹤0.01%
835
– –
TPC
1705
Tutor Perini Cor
TPC
$5.08B
$98K ﹤0.01%
1,499
– –
DDS icon
1706
Dillards
DDS
$10B
$97K ﹤0.01%
158
+1
+0.6% +$517
HUT
1707
Hut 8
HUT
$11.4B
$97K ﹤0.01%
2,785
– –
PL icon
1708
Planet Labs
PL
$8.76B
$97K ﹤0.01%
7,474
– –
LLYVA icon
1709
Liberty Live Group Series A
LLYVA
$9.42B
$96K ﹤0.01%
1,021
+11
+1% +$968
LMND icon
1710
Lemonade
LMND
$4B
$96K ﹤0.01%
1,787
– –
GENI icon
1711
Genius Sports
GENI
$2.12B
$94K ﹤0.01%
7,566
– –
MGNI icon
1712
Magnite
MGNI
$3.5B
$94K ﹤0.01%
4,336
– –
WSBC icon
1713
WesBanco
WSBC
$4.05B
$94K ﹤0.01%
2,959
– –
WNS
1714
DELISTED
WNS Holdings
WNS
$93K ﹤0.01%
1,217
-253
-17% -$18.9K
KYMR icon
1715
Kymera Therapeutics
KYMR
$9.47B
$92K ﹤0.01%
1,626
– –
ACLX
1716
DELISTED
Arcellx
ACLX
$91K ﹤0.01%
1,109
-140
-11% -$10.1K
MTSR
1717
DELISTED
Metsera Inc
MTSR
$91K ﹤0.01%
1,730
+1,198
+225% +$44.2K
BTSG icon
1718
BrightSpring Health Services
BTSG
$11.9B
$90K ﹤0.01%
3,041
+1,172
+63% +$27.2K
REVG
1719
DELISTED
REV Group
REVG
$89K ﹤0.01%
1,573
-210
-12% -$11.1K
CIFR icon
1720
Cipher Digital
CIFR
$7.45B
$88K ﹤0.01%
7,014
– –
HURN icon
1721
Huron Consulting
HURN
$2.39B
$88K ﹤0.01%
601
– –
CBZ icon
1722
CBIZ
CBZ
$2.97B
$87K ﹤0.01%
1,640
– –
EOSE icon
1723
Eos Energy Enterprises
EOSE
$1.55B
$87K ﹤0.01%
7,601
– –
FIBK icon
1724
First Interstate BancSystem
FIBK
$3.68B
$87K ﹤0.01%
2,721
– –
NMRK icon
1725
Newmark Group
NMRK
$2.63B
$87K ﹤0.01%
4,641
– –
67 68
69
70 71

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JFG
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IFP
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SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 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
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 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.