AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.24%
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,041
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$15.4M
3 +$8.12M
4
CVX icon
Chevron
CVX
+$7.99M
5
TLN
Talen Energy Corp
TLN
+$7.87M

Top Sells

1 +$7.89M
2 +$7.7M
3 +$7.48M
4
ANSS
Ansys
ANSS
+$6.13M
5
AAPL icon
Apple
AAPL
+$5.76M

Sector Composition

1 Technology 33.85%
2 Financials 13.28%
3 Consumer Discretionary 11.09%
4 Communication Services 9.46%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LIF
1926
Life360
LIF
$4.26B
$38K ﹤0.01%
354
AMRC icon
1927
Ameresco
AMRC
$1.65B
$37K ﹤0.01%
1,088
CIM
1928
Chimera Investment
CIM
$1.08B
$37K ﹤0.01%
2,790
CMPR icon
1929
Cimpress
CMPR
$1.88B
$37K ﹤0.01%
584
LILAK icon
1930
Liberty Latin America Class C
LILAK
$1.5B
$37K ﹤0.01%
4,420
MLYS icon
1931
Mineralys Therapeutics
MLYS
$2.52B
$37K ﹤0.01%
985
UMH
1932
UMH Properties
UMH
$1.39B
$37K ﹤0.01%
2,504
MRX
1933
Marex Group
MRX
$2.88B
$37K ﹤0.01%
1,088
CNNE icon
1934
Cannae Holdings
CNNE
$810M
$36K ﹤0.01%
1,956
DHC
1935
Diversified Healthcare Trust
DHC
$1.41B
$36K ﹤0.01%
8,170
DX
1936
Dynex Capital
DX
$2.14B
$36K ﹤0.01%
2,900
ESRT icon
1937
Empire State Realty Trust
ESRT
$1.09B
$36K ﹤0.01%
4,700
GRC icon
1938
Gorman-Rupp
GRC
$1.36B
$36K ﹤0.01%
785
IE icon
1939
Ivanhoe Electric
IE
$2.61B
$36K ﹤0.01%
2,885
OCFC icon
1940
OceanFirst Financial
OCFC
$1.03B
$36K ﹤0.01%
2,024
PEBO icon
1941
Peoples Bancorp
PEBO
$1.13B
$36K ﹤0.01%
1,195
REAL icon
1942
The RealReal
REAL
$1.87B
$36K ﹤0.01%
3,398
SMA
1943
SmartStop Self Storage REIT
SMA
$1.79B
$36K ﹤0.01%
967
DRVN icon
1944
Driven Brands
DRVN
$2.51B
$35K ﹤0.01%
2,148
DYN icon
1945
Dyne Therapeutics
DYN
$2.73B
$35K ﹤0.01%
2,802
ECVT icon
1946
Ecovyst
ECVT
$1.21B
$35K ﹤0.01%
4,030
HG icon
1947
Hamilton Insurance Group
HG
$2.64B
$35K ﹤0.01%
1,428
PRO
1948
DELISTED
PROS Holdings
PRO
$35K ﹤0.01%
1,533
DOLE icon
1949
Dole
DOLE
$1.42B
$35K ﹤0.01%
2,599
EVH icon
1950
Evolent Health
EVH
$437M
$34K ﹤0.01%
3,960