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
RKLB icon
1026
Rocket Lab Corp
RKLB
$37.7B
$1.05M 0.01%
29,447
+17,278
ASH icon
1027
Ashland
ASH
$2.72B
$1.05M 0.01%
20,930
-757
MSGS icon
1028
Madison Square Garden
MSGS
$5.93B
$1.05M 0.01%
5,020
-180
PLXS icon
1029
Plexus
PLXS
$4.1B
$1.04M 0.01%
7,712
+13
STEP icon
1030
StepStone Group
STEP
$5.03B
$1.04M 0.01%
18,808
MRP
1031
Millrose Properties Inc
MRP
$4.88B
$1.04M 0.01%
36,397
-346
MATX icon
1032
Matsons
MATX
$3.89B
$1.04M 0.01%
9,304
-147
TWLO icon
1033
Twilio
TWLO
$21.5B
$1.03M 0.01%
8,302
-287
UCB
1034
United Community Banks
UCB
$3.92B
$1.03M 0.01%
34,550
+534
NSA icon
1035
National Storage Affiliates Trust
NSA
$2.16B
$1.03M 0.01%
32,092
-457
MDU icon
1036
MDU Resources
MDU
$3.92B
$1.03M 0.01%
61,546
+172
VAC icon
1037
Marriott Vacations Worldwide
VAC
$2B
$1.02M 0.01%
14,104
-994
FRPT icon
1038
Freshpet
FRPT
$3.06B
$1.02M 0.01%
14,951
+128
HIW icon
1039
Highwoods Properties
HIW
$2.79B
$1.01M 0.01%
32,460
-88
FELE icon
1040
Franklin Electric
FELE
$4.33B
$1M 0.01%
11,177
-220
OSIS icon
1041
OSI Systems
OSIS
$4.49B
$1M 0.01%
4,451
CNR
1042
Core Natural Resources Inc
CNR
$4.53B
$1M 0.01%
14,348
-183
TDS icon
1043
Telephone and Data Systems
TDS
$4.46B
$998K 0.01%
28,061
+270
KRYS icon
1044
Krystal Biotech
KRYS
$6.98B
$993K 0.01%
7,226
+26
CVCO icon
1045
Cavco Industries
CVCO
$4.72B
$992K 0.01%
2,284
+1
FCNCA icon
1046
First Citizens BancShares
FCNCA
$26.5B
$990K 0.01%
506
-104
BAH icon
1047
Booz Allen Hamilton
BAH
$10.3B
$988K 0.01%
9,488
+74
SKT icon
1048
Tanger
SKT
$3.94B
$980K 0.01%
32,044
+613
ECG
1049
Everus Construction Group
ECG
$4.54B
$976K 0.01%
15,368
-8
ALAB icon
1050
Astera Labs
ALAB
$27.8B
$974K 0.01%
10,772
+4,848
40 41
42
43 44