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
HTO
1301
H2O America
HTO
$1.72B
$465K ﹤0.01%
8,939
+190
VYX icon
1302
NCR Voyix
VYX
$1.58B
$463K ﹤0.01%
39,513
-2,166
HBI icon
1303
Hanesbrands
HBI
$2.35B
$461K ﹤0.01%
100,726
CNMD icon
1304
CONMED
CNMD
$1.38B
$460K ﹤0.01%
8,835
PZZA icon
1305
Papa John's
PZZA
$1.45B
$458K ﹤0.01%
9,353
WKC icon
1306
World Kinect Corp
WKC
$1.43B
$457K ﹤0.01%
16,126
-406
IONS icon
1307
Ionis Pharmaceuticals
IONS
$12.1B
$455K ﹤0.01%
11,526
+953
NWN icon
1308
Northwest Natural Holdings
NWN
$1.88B
$455K ﹤0.01%
11,454
CRDO icon
1309
Credo Technology Group
CRDO
$29.4B
$453K ﹤0.01%
4,889
DFIN icon
1310
Donnelley Financial Solutions
DFIN
$1.23B
$452K ﹤0.01%
7,332
-301
DRH icon
1311
DiamondRock Hospitality
DRH
$1.67B
$452K ﹤0.01%
59,044
-477
SEM icon
1312
Select Medical
SEM
$1.67B
$452K ﹤0.01%
29,790
-169
LTC
1313
LTC Properties
LTC
$1.65B
$451K ﹤0.01%
13,044
+134
NGVT icon
1314
Ingevity
NGVT
$1.98B
$449K ﹤0.01%
10,413
FBK icon
1315
FB Financial Corp
FBK
$2.93B
$448K ﹤0.01%
9,887
-160
DNOW icon
1316
DNOW Inc
DNOW
$1.58B
$447K ﹤0.01%
30,175
-99
LKFN icon
1317
Lakeland Financial Corp
LKFN
$1.49B
$447K ﹤0.01%
7,278
LNN icon
1318
Lindsay Corp
LNN
$1.24B
$447K ﹤0.01%
3,097
-9
AXS icon
1319
AXIS Capital
AXS
$7.45B
$444K ﹤0.01%
4,273
+220
CENTA icon
1320
Central Garden & Pet Co Class A
CENTA
$1.77B
$444K ﹤0.01%
14,180
-323
CRGY icon
1321
Crescent Energy
CRGY
$2.09B
$444K ﹤0.01%
51,622
+155
XP icon
1322
XP
XP
$9.83B
$443K ﹤0.01%
21,934
-133
IIPR icon
1323
Innovative Industrial Properties
IIPR
$1.48B
$441K ﹤0.01%
7,995
-101
LZB icon
1324
La-Z-Boy
LZB
$1.32B
$441K ﹤0.01%
11,862
-80
SCCO icon
1325
Southern Copper
SCCO
$109B
$440K ﹤0.01%
4,394
-1,761