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
NGNE icon
2751
Neurogene
NGNE
$489M
$5K ﹤0.01%
356
NKSH icon
2752
National Bankshares
NKSH
$182M
$5K ﹤0.01%
195
NPCE icon
2753
Neuropace
NPCE
$329M
$5K ﹤0.01%
472
NXDT
2754
NexPoint Diversified Real Estate Trust
NXDT
$151M
$5K ﹤0.01%
1,219
+31
ONEW icon
2755
OneWater Marine
ONEW
$254M
$5K ﹤0.01%
357
OPBK icon
2756
OP Bancorp
OPBK
$199M
$5K ﹤0.01%
+402
OPOF
2757
DELISTED
Old Point Financial
OPOF
$5K ﹤0.01%
+137
PACK icon
2758
Ranpak Holdings
PACK
$447M
$5K ﹤0.01%
1,522
PBFS icon
2759
Pioneer Bancorp
PBFS
$333M
$5K ﹤0.01%
400
PBYI icon
2760
Puma Biotechnology
PBYI
$257M
$5K ﹤0.01%
1,432
PEBK icon
2761
Peoples Bancorp of North Carolina
PEBK
$156M
$5K ﹤0.01%
157
PKOH icon
2762
Park-Ohio Holdings
PKOH
$297M
$5K ﹤0.01%
283
PRME icon
2763
Prime Medicine
PRME
$881M
$5K ﹤0.01%
1,957
RCKY icon
2764
Rocky Brands
RCKY
$211M
$5K ﹤0.01%
239
RMAX icon
2765
RE/MAX Holdings
RMAX
$159M
$5K ﹤0.01%
637
RR icon
2766
Richtech Robotics
RR
$956M
$5K ﹤0.01%
+2,362
RSVR icon
2767
Reservoir Media
RSVR
$498M
$5K ﹤0.01%
710
SAMG icon
2768
Silvercrest Asset Management
SAMG
$119M
$5K ﹤0.01%
344
SCPH
2769
DELISTED
scPharmaceuticals
SCPH
$5K ﹤0.01%
1,358
SEVN
2770
Seven Hills Realty Trust
SEVN
$143M
$5K ﹤0.01%
442
SGC icon
2771
Superior Group of Companies
SGC
$149M
$5K ﹤0.01%
450
SGHT icon
2772
Sight Sciences
SGHT
$265M
$5K ﹤0.01%
1,225
SMID icon
2773
Smith-Midland
SMID
$193M
$5K ﹤0.01%
155
SNBR icon
2774
Sleep Number
SNBR
$125M
$5K ﹤0.01%
767
SNFCA icon
2775
Security National Financial
SNFCA
$217M
$5K ﹤0.01%
+528