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
FFNW
3026
DELISTED
First Financial Northwest, Inc
FFNW
-242
ENFN
3027
DELISTED
Enfusion, Inc.
ENFN
-1,714
BECN
3028
DELISTED
Beacon Roofing Supply, Inc.
BECN
-2,147
BERY
3029
DELISTED
Berry Global Group, Inc.
BERY
-53,285
LGF.A
3030
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
-2,005
LGF.B
3031
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
-4,291
QVCGB
3032
DELISTED
QVC Group, Inc. Series B Common Stock
QVCGB
-1
CLYM
3033
Climb Bio
CLYM
$138M
-1,016
ARTV
3034
Artiva Biotherapeutics
ARTV
$99.2M
-480
SKYE icon
3035
Skye Bioscience
SKYE
$48.3M
-596
CTNM
3036
Contineum Therapeutics
CTNM
$300M
-362
BOLD
3037
Boundless Bio
BOLD
$30.9M
-218
GCTS
3038
GCT Semiconductor Holding
GCTS
$78.2M
-262
QTTB icon
3039
Q32 Bio
QTTB
$33.4M
-209
SMXT icon
3040
Solarmax Technology
SMXT
$53.8M
-176
TELO icon
3041
Telomir Pharmaceuticals
TELO
$52.1M
-667
MGX icon
3042
Metagenomi
MGX
$94.2M
-944
KYTX icon
3043
Kyverna Therapeutics
KYTX
$304M
-582
STI icon
3044
Solidion Technology
STI
$84.7M
-6
GUTS icon
3045
Fractyl Health
GUTS
$165M
-1,177
ACHV icon
3046
Achieve Life Sciences
ACHV
$264M
-1,192
ACRV icon
3047
Acrivon Therapeutics
ACRV
$62.3M
-378
ADVM icon
3048
Adverum Biotechnologies
ADVM
$93.3M
-720
AGEN
3049
Agenus
AGEN
$127M
-675
AKA icon
3050
a.k.a. Brands
AKA
$142M
-22