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
OPRT icon
2626
Oportun Financial
OPRT
$228M
$7K ﹤0.01%
1,143
PAYS icon
2627
Paysign
PAYS
$287M
$7K ﹤0.01%
1,101
PCYO icon
2628
Pure Cycle
PCYO
$274M
$7K ﹤0.01%
670
PVBC
2629
DELISTED
Provident Bancorp
PVBC
$7K ﹤0.01%
542
QUAD icon
2630
Quad
QUAD
$292M
$7K ﹤0.01%
1,110
RCKY icon
2631
Rocky Brands
RCKY
$228M
$7K ﹤0.01%
239
RDW icon
2632
Redwire
RDW
$910M
$7K ﹤0.01%
786
REFI
2633
Chicago Atlantic Real Estate Finance
REFI
$269M
$7K ﹤0.01%
559
RNGR icon
2634
Ranger Energy Services
RNGR
$319M
$7K ﹤0.01%
524
SMLR icon
2635
Semler Scientific
SMLR
$329M
$7K ﹤0.01%
232
TBI
2636
Trueblue
TBI
$147M
$7K ﹤0.01%
1,101
TG icon
2637
Tredegar Corp
TG
$271M
$7K ﹤0.01%
913
TOI icon
2638
The Oncology Institute
TOI
$309M
$7K ﹤0.01%
2,016
USCB icon
2639
USCB Financial Holdings
USCB
$322M
$7K ﹤0.01%
374
UTMD icon
2640
Utah Medical Products
UTMD
$181M
$7K ﹤0.01%
119
PDYN icon
2641
Palladyne AI
PDYN
$255M
$7K ﹤0.01%
872
ALMS
2642
Alumis Inc
ALMS
$801M
$7K ﹤0.01%
1,633
SMC
2643
Summit Midstream
SMC
$307M
$7K ﹤0.01%
338
MBX
2644
MBX Biosciences
MBX
$1.55B
$7K ﹤0.01%
384
FVR
2645
FrontView REIT
FVR
$331M
$7K ﹤0.01%
492
FBLA
2646
FB Bancorp
FBLA
$232M
$7K ﹤0.01%
609
OMDA
2647
Omada Health Inc
OMDA
$1.08B
$7K ﹤0.01%
+298
GLIBA
2648
GCI Liberty Inc Series A
GLIBA
$1.03B
$7K ﹤0.01%
+193
ACRS icon
2649
Aclaris Therapeutics
ACRS
$307M
$6K ﹤0.01%
3,100
ADV icon
2650
Advantage Solutions
ADV
$310M
$6K ﹤0.01%
3,650