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
OXM icon
1601
Oxford Industries
OXM
$567M
$162K ﹤0.01%
4,032
-206
AVNS icon
1602
Avanos Medical
AVNS
$495M
$161K ﹤0.01%
13,120
CORZ icon
1603
Core Scientific
CORZ
$6.76B
$161K ﹤0.01%
9,423
+3,231
EMBC icon
1604
Embecta
EMBC
$811M
$161K ﹤0.01%
16,570
MCW icon
1605
Mister Car Wash
MCW
$1.75B
$161K ﹤0.01%
26,730
WSR
1606
Whitestone REIT
WSR
$669M
$161K ﹤0.01%
12,883
TR icon
1607
Tootsie Roll Industries
TR
$2.71B
$160K ﹤0.01%
4,785
+599
ADT icon
1608
ADT
ADT
$6.66B
$159K ﹤0.01%
18,826
-834
JOBY icon
1609
Joby Aviation
JOBY
$13.4B
$158K ﹤0.01%
14,966
INN
1610
Summit Hotel Properties
INN
$573M
$157K ﹤0.01%
30,807
AHH
1611
Armada Hoffler Properties
AHH
$519M
$156K ﹤0.01%
22,678
XNCR icon
1612
Xencor
XNCR
$1.02B
$156K ﹤0.01%
19,899
CLB icon
1613
Core Laboratories
CLB
$731M
$154K ﹤0.01%
13,335
UI icon
1614
Ubiquiti
UI
$47B
$154K ﹤0.01%
373
+111
RCUS icon
1615
Arcus Biosciences
RCUS
$2.44B
$153K ﹤0.01%
18,797
SITC icon
1616
SITE Centers
SITC
$392M
$153K ﹤0.01%
13,519
FWRD icon
1617
Forward Air
FWRD
$545M
$152K ﹤0.01%
6,174
+484
LQDT icon
1618
Liquidity Services
LQDT
$733M
$152K ﹤0.01%
6,440
+188
MIR icon
1619
Mirion Technologies
MIR
$6.98B
$152K ﹤0.01%
7,062
VKTX icon
1620
Viking Therapeutics
VKTX
$4.12B
$152K ﹤0.01%
5,744
-1,521
WRLD icon
1621
World Acceptance Corp
WRLD
$645M
$151K ﹤0.01%
915
-14
PAHC icon
1622
Phibro Animal Health
PAHC
$1.67B
$148K ﹤0.01%
5,809
CEVA icon
1623
CEVA Inc
CEVA
$650M
$147K ﹤0.01%
6,709
ESGR
1624
DELISTED
Enstar Group
ESGR
$147K ﹤0.01%
438
MLAB icon
1625
Mesa Laboratories
MLAB
$408M
$146K ﹤0.01%
1,551