AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.23%
This Quarter Est. Return
1 Year Est. Return
+27.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,201
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$20.6M
3 +$16.8M
4
COF icon
Capital One
COF
+$10M
5
COIN icon
Coinbase
COIN
+$9.53M

Top Sells

1 +$8.46M
2 +$8.42M
3 +$8.3M
4
WMT icon
Walmart
WMT
+$6.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.94M

Sector Composition

1 Technology 32.42%
2 Financials 13.83%
3 Consumer Discretionary 11.07%
4 Industrials 9.4%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XPOF icon
2701
Xponential Fitness
XPOF
$236M
$6K ﹤0.01%
794
BCAX
2702
Bicara Therapeutics
BCAX
$887M
$6K ﹤0.01%
658
GRDN
2703
Guardian Pharmacy Services
GRDN
$1.78B
$6K ﹤0.01%
294
FVR
2704
FrontView REIT
FVR
$272M
$6K ﹤0.01%
492
ZSPC
2705
zSpace Inc
ZSPC
$22.8M
$6K ﹤0.01%
1,818
ACTG icon
2706
Acacia Research
ACTG
$335M
$5K ﹤0.01%
1,282
ACU icon
2707
Acme United Corp
ACU
$144M
$5K ﹤0.01%
+113
ADV icon
2708
Advantage Solutions
ADV
$417M
$5K ﹤0.01%
3,650
ALLO icon
2709
Allogene Therapeutics
ALLO
$275M
$5K ﹤0.01%
4,430
ALTG icon
2710
Alta Equipment Group
ALTG
$196M
$5K ﹤0.01%
810
ALTI icon
2711
AlTi Global
ALTI
$400M
$5K ﹤0.01%
1,190
ANIK icon
2712
Anika Therapeutics
ANIK
$141M
$5K ﹤0.01%
497
ATLO icon
2713
AMES National
ATLO
$185M
$5K ﹤0.01%
291
ATOM icon
2714
Atomera
ATOM
$100M
$5K ﹤0.01%
+999
BELFA icon
2715
Bel Fuse Inc Class A
BELFA
$1.73B
$5K ﹤0.01%
60
BOOM icon
2716
DMC Global
BOOM
$166M
$5K ﹤0.01%
640
BPRN icon
2717
Princeton Bancorp
BPRN
$211M
$5K ﹤0.01%
171
BSVN icon
2718
Bank7 Corp
BSVN
$392M
$5K ﹤0.01%
126
BVFL icon
2719
BV Financial
BVFL
$155M
$5K ﹤0.01%
+296
CADL icon
2720
Candel Therapeutics
CADL
$295M
$5K ﹤0.01%
980
CBFV icon
2721
CB Financial Services
CBFV
$162M
$5K ﹤0.01%
+159
CIA icon
2722
Citizens
CIA
$280M
$5K ﹤0.01%
+1,544
CRGX
2723
DELISTED
CARGO Therapeutics
CRGX
$5K ﹤0.01%
1,185
FLWS icon
2724
1-800-Flowers.com
FLWS
$229M
$5K ﹤0.01%
928
FRAF icon
2725
Franklin Financial Services
FRAF
$203M
$5K ﹤0.01%
+143