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AB

Amalgamated Bank Portfolio holdings

AUM $13.1B
1-Year Est. Return 29.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.9B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,023
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.62M
3
+$7.21M
4
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$5.17M
5
ARES icon
Ares Management
ARES
+$4.45M

Top Sells

1
+$53M
2
+$40.6M
3
+$40.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.8M

Sector Composition

1 Technology 33.29%
2 Financials 13.13%
3 Consumer Discretionary 11.05%
4 Communication Services 9.85%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WHG icon
2801
Westwood Holdings Group
WHG
$174M
$4K ﹤0.01%
234
-20
ZVIA icon
2802
Zevia
ZVIA
$102M
$4K ﹤0.01%
1,745
+667
PDYN icon
2803
Palladyne AI
PDYN
$275M
$4K ﹤0.01%
951
+79
RPT
2804
Rithm Property Trust
RPT
$112M
$4K ﹤0.01%
221
-19
INV
2805
Innventure Inc
INV
$419M
$4K ﹤0.01%
+860
KLC
2806
KinderCare Learning Companies
KLC
$496M
$4K ﹤0.01%
991
+41
CMDB
2807
Costamare Bulkers Holdings
CMDB
$431M
$4K ﹤0.01%
276
-35
STRZ
2808
Starz Entertainment Corp
STRZ
$443M
$4K ﹤0.01%
362
-74
ASIC
2809
Ategrity Specialty Insurance
ASIC
$1.03B
$4K ﹤0.01%
201
-2
COSO
2810
CoastalSouth Bancshares
COSO
$328M
$4K ﹤0.01%
172
+22
AMBQ
2811
Ambiq Micro
AMBQ
$1.82B
$4K ﹤0.01%
146
-5
FNKO icon
2812
Funko
FNKO
$315M
$4K ﹤0.01%
1,280
-32
FOA icon
2813
Finance of America Companies
FOA
$193M
$4K ﹤0.01%
160
+8
FNWD icon
2814
Finward Bancorp
FNWD
$148M
$4K ﹤0.01%
108
-9
FRD icon
2815
Friedman Industries
FRD
$240M
$4K ﹤0.01%
212
-15
GENC icon
2816
Gencor Industries
GENC
$217M
$4K ﹤0.01%
325
-30
GLSI icon
2817
Greenwich LifeSciences
GLSI
$269M
$4K ﹤0.01%
197
-10
HBB icon
2818
Hamilton Beach Brands
HBB
$268M
$4K ﹤0.01%
221
-74
IKT icon
2819
Inhibikase Therapeutics
IKT
$247M
$4K ﹤0.01%
1,900
-165
INSG icon
2820
Inseego
INSG
$162M
$4K ﹤0.01%
395
-29
JYNT icon
2821
The Joint Corp
JYNT
$131M
$4K ﹤0.01%
445
-31
KGEI
2822
Kolibri Global Energy
KGEI
$162M
$4K ﹤0.01%
937
-268
KULR icon
2823
KULR Technology Group
KULR
$173M
$4K ﹤0.01%
1,241
+115
LARK icon
2824
Landmark Bancorp
LARK
$185M
$4K ﹤0.01%
150
-13
LE icon
2825
Lands' End
LE
$361M
$4K ﹤0.01%
289
-210
111 112
113
114 115