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
HEI icon
1001
HEICO Corp
HEI
$44B
$1.14M 0.01%
3,467
+437
ENPH icon
1002
Enphase Energy
ENPH
$3.8B
$1.13M 0.01%
28,374
+683
PBH icon
1003
Prestige Consumer Healthcare
PBH
$2.98B
$1.12M 0.01%
14,074
-40
SNEX icon
1004
StoneX
SNEX
$4.44B
$1.12M 0.01%
12,329
+150
VC icon
1005
Visteon
VC
$2.88B
$1.12M 0.01%
11,976
-334
CNXC icon
1006
Concentrix
CNXC
$2.43B
$1.11M 0.01%
21,035
-645
SFBS icon
1007
ServisFirst Bancshares
SFBS
$3.83B
$1.11M 0.01%
14,331
+2
SYNA icon
1008
Synaptics
SYNA
$2.65B
$1.1M 0.01%
16,985
-277
BGC icon
1009
BGC Group
BGC
$4.35B
$1.1M 0.01%
107,403
+1,103
SMTC icon
1010
Semtech
SMTC
$5.59B
$1.09M 0.01%
24,229
+214
VIRT icon
1011
Virtu Financial
VIRT
$2.95B
$1.09M 0.01%
24,412
+57
AMKR icon
1012
Amkor Technology
AMKR
$8.71B
$1.09M 0.01%
51,923
-845
CIVI icon
1013
Civitas Resources
CIVI
$2.5B
$1.09M 0.01%
39,480
-2,652
AMTM
1014
Amentum Holdings
AMTM
$5.34B
$1.08M 0.01%
45,835
+2,469
LIVN icon
1015
LivaNova
LIVN
$2.95B
$1.08M 0.01%
24,000
-277
NSIT icon
1016
Insight Enterprises
NSIT
$2.94B
$1.08M 0.01%
7,811
+28
KFY icon
1017
Korn Ferry
KFY
$3.42B
$1.08M 0.01%
14,703
+15
HGV icon
1018
Hilton Grand Vacations
HGV
$3.47B
$1.07M 0.01%
25,840
-1,572
RDNT icon
1019
RadNet
RDNT
$6.05B
$1.07M 0.01%
18,820
+224
MWA icon
1020
Mueller Water Products
MWA
$4.03B
$1.07M 0.01%
44,568
+1
BLKB icon
1021
Blackbaud
BLKB
$2.98B
$1.07M 0.01%
16,653
-158
SOFI icon
1022
SoFi Technologies
SOFI
$35.4B
$1.06M 0.01%
58,443
-625
KAI icon
1023
Kadant
KAI
$3.22B
$1.06M 0.01%
3,353
+7
OLN icon
1024
Olin
OLN
$2.23B
$1.06M 0.01%
52,612
-1,198
RKLB icon
1025
Rocket Lab Corp
RKLB
$27.4B
$1.05M 0.01%
29,447
+17,278