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
CHRS icon
2901
Coherus Oncology
CHRS
$168M
$3K ﹤0.01%
3,609
CPSS icon
2902
Consumer Portfolio Services
CPSS
$213M
$3K ﹤0.01%
317
CSPI icon
2903
CSP Inc
CSPI
$125M
$3K ﹤0.01%
+237
CVRX icon
2904
CVRx
CVRX
$218M
$3K ﹤0.01%
515
CXDO icon
2905
Crexendo
CXDO
$207M
$3K ﹤0.01%
+494
DERM icon
2906
Journey Medical
DERM
$214M
$3K ﹤0.01%
+415
EEX icon
2907
Emerald Holding
EEX
$979M
$3K ﹤0.01%
526
EP icon
2908
Empire Petroleum
EP
$114M
$3K ﹤0.01%
547
FATE icon
2909
Fate Therapeutics
FATE
$126M
$3K ﹤0.01%
2,912
FF icon
2910
Future Fuel
FF
$146M
$3K ﹤0.01%
900
FHTX icon
2911
Foghorn Therapeutics
FHTX
$253M
$3K ﹤0.01%
681
FNWD icon
2912
Finward Bancorp
FNWD
$166M
$3K ﹤0.01%
+117
GAIA icon
2913
Gaia
GAIA
$101M
$3K ﹤0.01%
+582
INSG icon
2914
Inseego
INSG
$180M
$3K ﹤0.01%
+424
IRWD icon
2915
Ironwood Pharmaceuticals
IRWD
$576M
$3K ﹤0.01%
4,677
JILL icon
2916
J. Jill
JILL
$217M
$3K ﹤0.01%
212
KRRO icon
2917
Korro Bio
KRRO
$77.4M
$3K ﹤0.01%
211
LAZR icon
2918
Luminar Technologies
LAZR
$24.4M
$3K ﹤0.01%
890
LFT
2919
Lument Finance Trust
LFT
$78.5M
$3K ﹤0.01%
+1,559
LUCD icon
2920
Lucid Diagnostics
LUCD
$147M
$3K ﹤0.01%
+2,364
LUNG icon
2921
Pulmonx
LUNG
$102M
$3K ﹤0.01%
1,328
LVWR icon
2922
LiveWire
LVWR
$993M
$3K ﹤0.01%
676
LXEO icon
2923
Lexeo Therapeutics
LXEO
$710M
$3K ﹤0.01%
623
MAPS icon
2924
WM Technology
MAPS
$125M
$3K ﹤0.01%
2,887
NKTX icon
2925
Nkarta
NKTX
$129M
$3K ﹤0.01%
1,826