AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
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 Inc. Common Stock
WMT
+$6.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.94M

Sector Composition

1 Technology 32.41%
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
SMTI icon
2876
Sanara MedTech
SMTI
$221M
$4K ﹤0.01%
128
SNDA icon
2877
Sonida Senior Living
SNDA
$593M
$4K ﹤0.01%
162
SPWR icon
2878
SunPower Inc
SPWR
$157M
$4K ﹤0.01%
+2,059
SRBK icon
2879
SR Bancorp
SRBK
$130M
$4K ﹤0.01%
+269
SSTI icon
2880
SoundThinking
SSTI
$97.8M
$4K ﹤0.01%
295
STIM icon
2881
Neuronetics
STIM
$121M
$4K ﹤0.01%
+1,235
STRS icon
2882
Stratus Properties
STRS
$190M
$4K ﹤0.01%
205
STXS icon
2883
Stereotaxis
STXS
$217M
$4K ﹤0.01%
1,897
THRD
2884
DELISTED
Third Harmonic Bio
THRD
$4K ﹤0.01%
665
TOI icon
2885
The Oncology Institute
TOI
$371M
$4K ﹤0.01%
+2,016
TSE icon
2886
Trinseo
TSE
$19.8M
$4K ﹤0.01%
+1,163
UBFO icon
2887
United Security Bancshares
UBFO
$183M
$4K ﹤0.01%
+473
VOXR
2888
Vox Royalty Corp
VOXR
$364M
$4K ﹤0.01%
+1,370
VYGR icon
2889
Voyager Therapeutics
VYGR
$242M
$4K ﹤0.01%
1,382
WHG icon
2890
Westwood Holdings Group
WHG
$171M
$4K ﹤0.01%
+254
RPT
2891
Rithm Property Trust
RPT
$126M
$4K ﹤0.01%
+1,438
SUNS
2892
Sunrise Realty Trust
SUNS
$137M
$4K ﹤0.01%
360
MBX
2893
MBX Biosciences
MBX
$1.27B
$4K ﹤0.01%
384
MAZE
2894
Maze Therapeutics
MAZE
$1.91B
$4K ﹤0.01%
305
NMAX
2895
Newsmax Inc
NMAX
$1.21B
$4K ﹤0.01%
+259
TTEC icon
2896
TTEC Holdings
TTEC
$183M
$3K ﹤0.01%
660
ACNT icon
2897
Ascent Industries
ACNT
$146M
$3K ﹤0.01%
+272
AEYE icon
2898
AudioEye
AEYE
$149M
$3K ﹤0.01%
242
AREN icon
2899
Arena Group
AREN
$191M
$3K ﹤0.01%
+441
CFBK icon
2900
CF Bankshares
CFBK
$154M
$3K ﹤0.01%
+131