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
CWH icon
1976
Camping World
CWH
$712M
$31K ﹤0.01%
1,944
PLYM
1977
Plymouth Industrial REIT
PLYM
$977M
$31K ﹤0.01%
1,377
SOC icon
1978
Sable Offshore Corp
SOC
$654M
$31K ﹤0.01%
1,752
BBUC
1979
Brookfield Business Corp
BBUC
$2.51B
$30K ﹤0.01%
902
BY icon
1980
Byline Bancorp
BY
$1.3B
$30K ﹤0.01%
1,079
CTBI icon
1981
Community Trust Bancorp
CTBI
$1.01B
$30K ﹤0.01%
538
ERII icon
1982
Energy Recovery
ERII
$764M
$30K ﹤0.01%
1,944
JAMF icon
1983
Jamf
JAMF
$1.73B
$30K ﹤0.01%
2,837
MEG icon
1984
Montrose Environmental
MEG
$882M
$30K ﹤0.01%
1,097
METC icon
1985
Ramaco Resources Class A
METC
$1.05B
$30K ﹤0.01%
903
THR icon
1986
Thermon Group Holdings
THR
$1.17B
$30K ﹤0.01%
1,138
UVSP icon
1987
Univest Financial
UVSP
$926M
$30K ﹤0.01%
996
BHRB icon
1988
Burke & Herbert Financial Services Corp
BHRB
$981M
$29K ﹤0.01%
469
AEHR icon
1989
Aehr Test Systems
AEHR
$674M
$29K ﹤0.01%
978
AMPL icon
1990
Amplitude
AMPL
$1.39B
$29K ﹤0.01%
2,705
BLND icon
1991
Blend Labs
BLND
$808M
$29K ﹤0.01%
8,015
DAKT icon
1992
Daktronics
DAKT
$895M
$29K ﹤0.01%
1,408
FMBH icon
1993
First Mid Bancshares
FMBH
$930M
$29K ﹤0.01%
761
HLF icon
1994
Herbalife
HLF
$1.29B
$29K ﹤0.01%
3,479
IMNM icon
1995
Immunome
IMNM
$1.57B
$29K ﹤0.01%
2,444
MDXG icon
1996
MiMedx Group
MDXG
$995M
$29K ﹤0.01%
4,106
PAX icon
1997
Patria Investments
PAX
$2.4B
$29K ﹤0.01%
1,993
PPTA
1998
Perpetua Resources
PPTA
$3.02B
$29K ﹤0.01%
1,453
STOK icon
1999
Stoke Therapeutics
STOK
$1.7B
$29K ﹤0.01%
1,240
GERN icon
2000
Geron
GERN
$785M
$28K ﹤0.01%
20,482