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
TOI icon
2626
The Oncology Institute
TOI
$330M
$7K ﹤0.01%
2,016
USCB icon
2627
USCB Financial Holdings
USCB
$352M
$7K ﹤0.01%
374
UTMD icon
2628
Utah Medical Products
UTMD
$196M
$7K ﹤0.01%
119
VUZI icon
2629
Vuzix
VUZI
$253M
$7K ﹤0.01%
2,193
TBRG icon
2630
TruBridge
TBRG
$311M
$7K ﹤0.01%
341
PDYN icon
2631
Palladyne AI
PDYN
$302M
$7K ﹤0.01%
872
ALMS
2632
Alumis Inc
ALMS
$2.98B
$7K ﹤0.01%
1,633
SMC
2633
Summit Midstream
SMC
$329M
$7K ﹤0.01%
338
MBX
2634
MBX Biosciences
MBX
$1.82B
$7K ﹤0.01%
384
FVR
2635
FrontView REIT
FVR
$351M
$7K ﹤0.01%
492
FBLA
2636
FB Bancorp
FBLA
$209M
$7K ﹤0.01%
609
BNTC icon
2637
Benitec Biopharma
BNTC
$396M
$7K ﹤0.01%
494
EB icon
2638
Eventbrite
EB
$440M
$7K ﹤0.01%
2,646
EVEX icon
2639
Eve Holding
EVEX
$1.57B
$7K ﹤0.01%
1,763
EVI icon
2640
EVI Industries
EVI
$320M
$7K ﹤0.01%
226
FCCO icon
2641
First Community Corp
FCCO
$274M
$7K ﹤0.01%
253
FDBC icon
2642
Fidelity D&D Bancorp
FDBC
$254M
$7K ﹤0.01%
157
ABX
2643
Abacus Global Management, Inc.
ABX
$838M
$7K ﹤0.01%
+1,308
ASUR icon
2644
Asure Software
ASUR
$278M
$7K ﹤0.01%
840
BELFA icon
2645
Bel Fuse Inc Class A
BELFA
$2.31B
$7K ﹤0.01%
60
BHR
2646
Braemar Hotels & Resorts
BHR
$197M
$7K ﹤0.01%
2,398
OMDA
2647
Omada Health Inc
OMDA
$933M
$7K ﹤0.01%
+298
GLIBA
2648
GCI Liberty Inc Series A
GLIBA
$1.51B
$7K ﹤0.01%
+193
ACRS icon
2649
Aclaris Therapeutics
ACRS
$284M
$6K ﹤0.01%
3,100
ADV icon
2650
Advantage Solutions
ADV
$271M
$6K ﹤0.01%
3,650