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
SXI icon
1251
Standex International
SXI
$2.8B
$535K ﹤0.01%
3,419
+35
CASH icon
1252
Pathward Financial
CASH
$1.54B
$535K ﹤0.01%
6,757
-89
ALSN icon
1253
Allison Transmission
ALSN
$6.67B
$533K ﹤0.01%
5,608
-560
TRUP icon
1254
Trupanion
TRUP
$1.76B
$531K ﹤0.01%
9,595
+62
RUN icon
1255
Sunrun
RUN
$4.58B
$530K ﹤0.01%
64,765
+870
LBRT icon
1256
Liberty Energy
LBRT
$2.82B
$529K ﹤0.01%
46,096
+43
PINC icon
1257
Premier
PINC
$2.33B
$526K ﹤0.01%
23,976
-3,861
CSGS icon
1258
CSG Systems International
CSGS
$2.15B
$521K ﹤0.01%
7,982
-16
KLIC icon
1259
Kulicke & Soffa
KLIC
$2.04B
$520K ﹤0.01%
15,022
-194
WLY icon
1260
John Wiley & Sons Class A
WLY
$2.03B
$518K ﹤0.01%
11,607
-68
VSH icon
1261
Vishay Intertechnology
VSH
$2.05B
$518K ﹤0.01%
32,603
-87
FBNC icon
1262
First Bancorp
FBNC
$2.08B
$518K ﹤0.01%
11,743
EXAS icon
1263
Exact Sciences
EXAS
$13.2B
$518K ﹤0.01%
9,740
-913
BANC icon
1264
Banc of California
BANC
$2.64B
$518K ﹤0.01%
36,875
-2,538
EYE icon
1265
National Vision
EYE
$1.85B
$517K ﹤0.01%
22,462
AZEK
1266
DELISTED
The AZEK Co
AZEK
$517K ﹤0.01%
9,516
+354
STC icon
1267
Stewart Information Services
STC
$1.95B
$514K ﹤0.01%
7,891
+34
DOCN icon
1268
DigitalOcean
DOCN
$4.14B
$514K ﹤0.01%
17,994
-187
MCY icon
1269
Mercury Insurance
MCY
$4.59B
$511K ﹤0.01%
7,585
-20
JOE icon
1270
St. Joe Company
JOE
$3.38B
$511K ﹤0.01%
10,714
-57
PAYO icon
1271
Payoneer
PAYO
$1.86B
$510K ﹤0.01%
74,512
+721
UFPT icon
1272
UFP Technologies
UFPT
$1.75B
$508K ﹤0.01%
2,080
ENOV icon
1273
Enovis
ENOV
$1.8B
$508K ﹤0.01%
16,208
-927
PHIN icon
1274
Phinia Inc
PHIN
$2.01B
$507K ﹤0.01%
11,393
-283
CHCO icon
1275
City Holding Co
CHCO
$1.74B
$507K ﹤0.01%
4,143
-66