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
LIF
1926
Life360
LIF
$4B
$38K ﹤0.01%
354
– –
AMRC icon
1927
Ameresco
AMRC
$1.47B
$37K ﹤0.01%
1,088
– –
CIM
1928
Chimera Investment
CIM
$991M
$37K ﹤0.01%
2,790
– –
CMPR icon
1929
Cimpress
CMPR
$2.4B
$37K ﹤0.01%
584
– –
LILAK icon
1930
Liberty Latin America Class C
LILAK
$1.67B
$37K ﹤0.01%
4,862
– –
MLYS icon
1931
Mineralys Therapeutics
MLYS
$2.38B
$37K ﹤0.01%
985
– –
UMH
1932
UMH Properties
UMH
$1.39B
$37K ﹤0.01%
2,504
– –
MRX
1933
Marex Group Limited Ordinary Shares
MRX
$5.12B
$37K ﹤0.01%
1,088
– –
CNNE icon
1934
Cannae Holdings
CNNE
$651M
$36K ﹤0.01%
1,956
– –
DHC
1935
Diversified Healthcare Trust
DHC
$2.02B
$36K ﹤0.01%
8,170
– –
DX
1936
Dynex Capital
DX
$3.22B
$36K ﹤0.01%
2,900
– –
ESRT icon
1937
Empire State Realty Trust
ESRT
$817M
$36K ﹤0.01%
4,700
– –
GRC icon
1938
Gorman-Rupp
GRC
$2.15B
$36K ﹤0.01%
785
– –
IE icon
1939
Ivanhoe Electric
IE
$1.7B
$36K ﹤0.01%
2,885
– –
OCFC icon
1940
OceanFirst Financial
OCFC
$1.85B
$36K ﹤0.01%
2,024
– –
PEBO icon
1941
Peoples Bancorp
PEBO
$1.48B
$36K ﹤0.01%
1,195
– –
REAL icon
1942
The RealReal
REAL
$1.36B
$36K ﹤0.01%
3,398
– –
SMA
1943
SmartStop Self Storage REIT
SMA
$1.87B
$36K ﹤0.01%
967
– –
DOLE icon
1944
Dole
DOLE
$1.23B
$35K ﹤0.01%
2,599
– –
DRVN icon
1945
Driven Brands
DRVN
$2.05B
$35K ﹤0.01%
2,148
– –
DYN icon
1946
Dyne Therapeutics
DYN
$4.89B
$35K ﹤0.01%
2,802
– –
ECVT icon
1947
Ecovyst
ECVT
$1.09B
$35K ﹤0.01%
4,030
– –
HG icon
1948
Hamilton Insurance Group
HG
$2.32B
$35K ﹤0.01%
1,428
– –
PRO
1949
DELISTED
PROS Holdings
PRO
$35K ﹤0.01%
1,533
– –
EVH icon
1950
Evolent Health
EVH
$471M
$34K ﹤0.01%
3,960
– –
76 77
78
79 80

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
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
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
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 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.