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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
-3.12%
1 Year Est. Return
+44.3%
3 Year Est. Return
+131.76%
5 Year Est. Return
+175.18%
10 Year Est. Return
+715.35%
AUM
$11.7B
AUM Growth
-$497M
Cap. Flow
+$140M
Cap. Flow %
1.2%
Top 10 Hldgs %
29.42%
Holding
2,998
New
11
Increased
1,192
Reduced
1,043
Closed
27

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$19.6M
2
MSFT icon
Microsoft
MSFT
+$13.8M
3
NVDA icon
NVIDIA
NVDA
+$13.7M
4
AMZN icon
Amazon
AMZN
+$10.7M
5
DASH icon
DoorDash
DASH
+$9.22M

Top Sells

Rank Stock Value
1
WSM icon
Williams-Sonoma
WSM
+$6.99M
2
EXE
Expand Energy Corp
EXE
+$6.13M
3
AZPN
Aspen Technology Inc
AZPN
+$3.17M
4
ALTR
Altair Engineering Inc
ALTR
+$2.95M
5
TKO icon
TKO Group
TKO
+$2.86M

Sector Composition

Rank Sector Weight
1 Technology 28.8%
2 Financials 14.49%
3 Consumer Discretionary 11.03%
4 Healthcare 10.88%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TE
2701
T1 Energy
TE
$1.19B
$5K ﹤0.01%
3,879
– –
FFNW
2702
DELISTED
First Financial Northwest, Inc
FFNW
$5K ﹤0.01%
242
– –
ACTG icon
2703
Acacia Research
ACTG
$426M
$4K ﹤0.01%
1,282
– –
ALTG icon
2704
Alta Equipment Group
ALTG
$197M
$4K ﹤0.01%
810
– –
ALTI icon
2705
AlTi Global
ALTI
$399M
$4K ﹤0.01%
1,190
+481
+68% +$1.72K
AOMR
2706
Angel Oak Mortgage REIT
AOMR
$222M
$4K ﹤0.01%
418
– –
AVD icon
2707
American Vanguard Corp
AVD
$70.4M
$4K ﹤0.01%
1,021
– –
BELFA icon
2708
Bel Fuse Inc Class A
BELFA
$2.98B
$4K ﹤0.01%
60
– –
CDZI icon
2709
Cadiz
CDZI
$264M
$4K ﹤0.01%
1,367
– –
CLAR icon
2710
Clarus
CLAR
$123M
$4K ﹤0.01%
1,011
– –
CMT icon
2711
Core Molding Technologies
CMT
$200M
$4K ﹤0.01%
261
– –
CURV icon
2712
Torrid Holdings
CURV
$260M
$4K ﹤0.01%
697
+258
+59% +$1.55K
ENTA icon
2713
Enanta Pharmaceuticals
ENTA
$378M
$4K ﹤0.01%
667
– –
EVC icon
2714
Entravision Communication
EVC
$1.07B
$4K ﹤0.01%
2,095
– –
EVI icon
2715
EVI Industries
EVI
$188M
$4K ﹤0.01%
226
+66
+41% +$1.15K
FF icon
2716
Future Fuel
FF
$218M
$4K ﹤0.01%
900
– –
FORR icon
2717
Forrester Research
FORR
$189M
$4K ﹤0.01%
389
– –
GENC icon
2718
Gencor Industries
GENC
$211M
$4K ﹤0.01%
355
– –
HOFT icon
2719
Hooker Furnishings Corp
HOFT
$150M
$4K ﹤0.01%
371
– –
JILL icon
2720
J. Jill
JILL
$265M
$4K ﹤0.01%
212
+59
+39% +$1.41K
KRRO icon
2721
Korro Bio
KRRO
$151M
$4K ﹤0.01%
211
– –
LAW icon
2722
CS Disco
LAW
$254M
$4K ﹤0.01%
1,002
+231
+30% +$1.12K
LWAY icon
2723
Lifeway Foods
LWAY
$473M
$4K ﹤0.01%
156
– –
LWLG icon
2724
Lightwave Logic
LWLG
$931M
$4K ﹤0.01%
3,879
– –
MDWD icon
2725
MediWound
MDWD
$181M
$4K ﹤0.01%
277
– –
107 108
109
110 111

Similar funds

Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Amalgamated Bank's Q1 2025 Portfolio in Review

As of Q1 2025, Amalgamated Bank held 2,998 positions worth $11.7B, down 4.1% from $12.2B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 1.3%. Amalgamated Bank opened 11 new positions and exited 27, leaving the 2,998-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Amalgamated Bank's largest Q1 2025 buy was Sandisk: 35,097 shares worth $1.67M.
  • Amalgamated Bank added most to Apple in Q1 2025, an estimated $19.6M increase.
  • Amalgamated Bank's biggest Q1 2025 reduction was Williams-Sonoma, cutting an estimated $6.99M.
  • Amalgamated Bank fully exited Aspen Technology Inc in Q1 2025, selling an estimated $3.17M.
  • Amalgamated Bank's ten largest holdings make up 29% of its $11.7B portfolio in Q1 2025.
  • Amalgamated Bank opened 11 new positions and closed 27 in Q1 2025.
  • Amalgamated Bank's portfolio value fell 4.1% quarter-over-quarter to $11.7B.

Based on Amalgamated Bank's 13F filing for Q1 2025, filed 25 Apr 2025.