AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,041
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$15.4M
3 +$8.12M
4
CVX icon
Chevron
CVX
+$7.99M
5
TLN
Talen Energy Corp
TLN
+$7.87M

Top Sells

1 +$7.89M
2 +$7.7M
3 +$7.48M
4
ANSS
Ansys
ANSS
+$6.13M
5
AAPL icon
Apple
AAPL
+$5.76M

Sector Composition

1 Technology 33.85%
2 Financials 13.28%
3 Consumer Discretionary 11.09%
4 Communication Services 9.46%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BETR icon
2501
Better Home & Finance Holding
BETR
$532M
$9K ﹤0.01%
168
BLFY icon
2502
Blue Foundry Bancorp
BLFY
$265M
$9K ﹤0.01%
965
BRBS icon
2503
Blue Ridge Bankshares
BRBS
$394M
$9K ﹤0.01%
2,194
BVS icon
2504
Bioventus
BVS
$531M
$9K ﹤0.01%
1,299
BWFG icon
2505
Bankwell Financial Group
BWFG
$376M
$9K ﹤0.01%
196
CAPR icon
2506
Capricor Therapeutics
CAPR
$1.32B
$9K ﹤0.01%
1,264
CTRN icon
2507
Citi Trends
CTRN
$391M
$9K ﹤0.01%
278
CZFS icon
2508
Citizens Financial Services
CZFS
$310M
$9K ﹤0.01%
148
DSGN icon
2509
Design Therapeutics
DSGN
$529M
$9K ﹤0.01%
1,176
EVCM icon
2510
EverCommerce
EVCM
$2.29B
$9K ﹤0.01%
847
FNLC icon
2511
First Bancorp
FNLC
$305M
$9K ﹤0.01%
361
FRST icon
2512
Primis Financial Corp
FRST
$338M
$9K ﹤0.01%
840
FSBW icon
2513
FS Bancorp
FSBW
$316M
$9K ﹤0.01%
223
MCHB
2514
Mechanics Bancorp
MCHB
$3.23B
$9K ﹤0.01%
690
HYLN icon
2515
Hyliion Holdings
HYLN
$392M
$9K ﹤0.01%
4,649
LDI icon
2516
loanDepot
LDI
$715M
$9K ﹤0.01%
2,788
LMNR icon
2517
Limoneira
LMNR
$258M
$9K ﹤0.01%
590
LOCO icon
2518
El Pollo Loco
LOCO
$334M
$9K ﹤0.01%
950
MEI icon
2519
Methode Electronics
MEI
$266M
$9K ﹤0.01%
1,213
NEWT icon
2520
NewtekOne
NEWT
$423M
$9K ﹤0.01%
786
OBT icon
2521
Orange County Bancorp
OBT
$397M
$9K ﹤0.01%
344
OM icon
2522
Outset Medical
OM
$96.2M
$9K ﹤0.01%
605
PACK icon
2523
Ranpak Holdings
PACK
$478M
$9K ﹤0.01%
1,522
RCKT icon
2524
Rocket Pharmaceuticals
RCKT
$394M
$9K ﹤0.01%
2,657
RICK icon
2525
RCI Hospitality Holdings
RICK
$220M
$9K ﹤0.01%
291