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
DBRG icon
1801
DigitalBridge
DBRG
$2.13B
$58K ﹤0.01%
5,619
KNTK icon
1802
Kinetik
KNTK
$2.29B
$58K ﹤0.01%
1,325
PCT icon
1803
PureCycle Technologies
PCT
$1.86B
$58K ﹤0.01%
4,270
APGE icon
1804
Apogee Therapeutics
APGE
$3.75B
$57K ﹤0.01%
1,312
NIC icon
1805
Nicolet Bankshares
NIC
$1.84B
$57K ﹤0.01%
463
SGHC icon
1806
SGHC Ltd
SGHC
$6.17B
$57K ﹤0.01%
5,190
ICFI icon
1807
ICF International
ICFI
$1.53B
$56K ﹤0.01%
660
MSGE icon
1808
Madison Square Garden
MSGE
$2.1B
$56K ﹤0.01%
1,401
NMRK icon
1809
Newmark Group
NMRK
$3.04B
$56K ﹤0.01%
4,641
PHR icon
1810
Phreesia
PHR
$1.36B
$55K ﹤0.01%
1,917
ATRC icon
1811
AtriCure
ATRC
$1.61B
$54K ﹤0.01%
1,656
BEAM icon
1812
Beam Therapeutics
BEAM
$2.34B
$54K ﹤0.01%
3,153
RKT icon
1813
Rocket Companies
RKT
$45.9B
$54K ﹤0.01%
3,813
-3,575
UTI icon
1814
Universal Technical Institute
UTI
$1.53B
$54K ﹤0.01%
1,606
KGS icon
1815
Kodiak Gas Services
KGS
$2.94B
$53K ﹤0.01%
1,554
STR
1816
DELISTED
Sitio Royalties
STR
$53K ﹤0.01%
2,898
PRKS icon
1817
United Parks & Resorts
PRKS
$2.54B
$53K ﹤0.01%
1,118
ARQT icon
1818
Arcutis Biotherapeutics
ARQT
$2.99B
$52K ﹤0.01%
3,723
CNA icon
1819
CNA Financial
CNA
$12.1B
$52K ﹤0.01%
1,119
-86
DHT icon
1820
DHT Holdings
DHT
$2.13B
$52K ﹤0.01%
4,775
HUT
1821
Hut 8
HUT
$5.08B
$52K ﹤0.01%
2,785
SG icon
1822
Sweetgreen
SG
$765M
$52K ﹤0.01%
3,508
TARS icon
1823
Tarsus Pharmaceuticals
TARS
$2.88B
$52K ﹤0.01%
1,274
TDOC icon
1824
Teladoc Health
TDOC
$1.43B
$52K ﹤0.01%
5,961
XMTR icon
1825
Xometry
XMTR
$3.2B
$50K ﹤0.01%
1,472