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
VRM icon
3001
Vroom Inc
VRM
$124M
$1K ﹤0.01%
+37
TVGN icon
3002
Tevogen Bio Holdings
TVGN
$122M
$1K ﹤0.01%
757
CRML icon
3003
Critical Metals Corp
CRML
$1.47B
$1K ﹤0.01%
253
LPA
3004
Logistic Properties of the Americas
LPA
$105M
$1K ﹤0.01%
+108
SVCO
3005
Silvaco Group
SVCO
$177M
$1K ﹤0.01%
207
ACTU
3006
Actuate Therapeutics
ACTU
$156M
$1K ﹤0.01%
+201
SBC
3007
SBC Medical Group
SBC
$334M
$1K ﹤0.01%
+193
ATLN
3008
Atlantic International
ATLN
$144M
$1K ﹤0.01%
+368
ABOS icon
3009
Acumen Pharmaceuticals
ABOS
$137M
-1,451
BAER icon
3010
Bridger Aerospace
BAER
$96.6M
-310
PROK icon
3011
ProKidney
PROK
$422M
-3,784
SBDS
3012
Solo Brands Inc
SBDS
$22.2M
-19
SWI
3013
DELISTED
SolarWinds Corporation Common Stock
SWI
-15,662
ML
3014
DELISTED
MoneyLion Inc.
ML
-307
VCSA
3015
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
-324
PTVE
3016
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
-1,480
ITCI
3017
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-7,452
NVRO
3018
DELISTED
NEVRO CORP.
NVRO
-1,272
LGTY
3019
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
-1,076
ACCD
3020
DELISTED
Accolade Inc
ACCD
-2,571
ATSG
3021
DELISTED
Air Transport Services Group
ATSG
-1,754
PYCR
3022
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
-4,401
AMPS
3023
DELISTED
Altus Power
AMPS
-2,619
PDCO
3024
DELISTED
Patterson Companies, Inc.
PDCO
-22,410
FNA
3025
DELISTED
Paragon 28, Inc.
FNA
-1,601