AB

Amalgamated Bank Portfolio holdings

AUM $13.9B
1-Year Est. Return 26.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.82%
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 33.84%
2 Financials 13.29%
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
TTGT icon
2801
TechTarget
TTGT
$372M
$5K ﹤0.01%
919
-6,881
VEL icon
2802
Velocity Financial
VEL
$802M
$5K ﹤0.01%
295
PAL
2803
Proficient Auto Logistics
PAL
$280M
$5K ﹤0.01%
732
CBLL
2804
CeriBell Inc
CBLL
$717M
$5K ﹤0.01%
420
RHLD
2805
Resolute Holdings Management
RHLD
$1.58B
$5K ﹤0.01%
70
ALMU
2806
Aeluma Inc
ALMU
$248M
$5K ﹤0.01%
328
TVRD
2807
Tvardi Therapeutics
TVRD
$33.3M
$5K ﹤0.01%
117
AMBQ
2808
Ambiq Micro
AMBQ
$602M
$5K ﹤0.01%
+151
AIRO
2809
AIRO Group Holdings
AIRO
$265M
$4K ﹤0.01%
+226
ASIC
2810
Ategrity Specialty Insurance
ASIC
$892M
$4K ﹤0.01%
+203
CMDB
2811
Costamare Bulkers Holdings
CMDB
$432M
$4K ﹤0.01%
311
FFAI
2812
Faraday Future Intelligent Electric
FFAI
$163M
$4K ﹤0.01%
3,040
SUNS
2813
Sunrise Realty Trust
SUNS
$123M
$4K ﹤0.01%
360
RPT
2814
Rithm Property Trust
RPT
$114M
$4K ﹤0.01%
240
WHG icon
2815
Westwood Holdings Group
WHG
$169M
$4K ﹤0.01%
254
UBFO icon
2816
United Security Bancshares
UBFO
$199M
$4K ﹤0.01%
473
THRD
2817
DELISTED
Third Harmonic Bio
THRD
$4K ﹤0.01%
665
STRW icon
2818
Strawberry Fields REIT
STRW
$174M
$4K ﹤0.01%
322
STRS icon
2819
Stratus Properties
STRS
$238M
$4K ﹤0.01%
205
SSTI icon
2820
SoundThinking
SSTI
$82.9M
$4K ﹤0.01%
295
SRBK icon
2821
SR Bancorp
SRBK
$136M
$4K ﹤0.01%
269
SPWR icon
2822
SunPower Inc
SPWR
$175M
$4K ﹤0.01%
2,059
SNDA icon
2823
Sonida Senior Living
SNDA
$603M
$4K ﹤0.01%
162
SMTI icon
2824
Sanara MedTech
SMTI
$179M
$4K ﹤0.01%
128
SKYH icon
2825
Sky Harbour Group
SKYH
$297M
$4K ﹤0.01%
392