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
TIC
1901
TIC Solutions Inc
TIC
$2.61B
$39K ﹤0.01%
+3,535
AAOI icon
1902
Applied Optoelectronics
AAOI
$1.96B
$38K ﹤0.01%
1,484
ASAN icon
1903
Asana
ASAN
$3.11B
$38K ﹤0.01%
2,834
CLOV icon
1904
Clover Health Investments
CLOV
$1.52B
$38K ﹤0.01%
+13,790
DCO icon
1905
Ducommun
DCO
$1.37B
$38K ﹤0.01%
459
DRVN icon
1906
Driven Brands
DRVN
$2.38B
$38K ﹤0.01%
2,148
ESRT icon
1907
Empire State Realty Trust
ESRT
$1.24B
$38K ﹤0.01%
4,700
ETNB
1908
DELISTED
89bio
ETNB
$38K ﹤0.01%
3,857
ROOT icon
1909
Root
ROOT
$1.37B
$38K ﹤0.01%
300
SFL icon
1910
SFL Corp
SFL
$989M
$38K ﹤0.01%
4,523
SPHR icon
1911
Sphere Entertainment
SPHR
$2.59B
$38K ﹤0.01%
907
LION icon
1912
Lionsgate Studios
LION
$1.95B
$38K ﹤0.01%
+6,536
CLMT icon
1913
Calumet Specialty Products
CLMT
$1.69B
$37K ﹤0.01%
+2,356
GABC icon
1914
German American Bancorp
GABC
$1.49B
$37K ﹤0.01%
964
SEB icon
1915
Seaboard Corp
SEB
$3.53B
$37K ﹤0.01%
13
-1
UUUU icon
1916
Energy Fuels
UUUU
$3.85B
$37K ﹤0.01%
6,494
DOLE icon
1917
Dole
DOLE
$1.24B
$36K ﹤0.01%
2,599
IDT icon
1918
IDT Corp
IDT
$1.29B
$36K ﹤0.01%
531
LOB icon
1919
Live Oak Bancshares
LOB
$1.45B
$36K ﹤0.01%
1,201
NEXT icon
1920
NextDecade
NEXT
$1.59B
$36K ﹤0.01%
4,014
OBK icon
1921
Origin Bancorp
OBK
$1.09B
$36K ﹤0.01%
998
OCFC icon
1922
OceanFirst Financial
OCFC
$1.05B
$36K ﹤0.01%
2,024
PEBO icon
1923
Peoples Bancorp
PEBO
$1.03B
$36K ﹤0.01%
1,195
SPT icon
1924
Sprout Social
SPT
$603M
$36K ﹤0.01%
1,726
USLM icon
1925
United States Lime & Minerals
USLM
$3.25B
$36K ﹤0.01%
361