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AB

Amalgamated Bank Portfolio holdings

AUM $13.1B
1-Year Est. Return 29.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.1B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,984
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.08M
3
+$3.82M
4
AHR icon
American Healthcare REIT
AHR
+$3.53M
5
MU icon
Micron Technology
MU
+$3.35M

Top Sells

1
+$20.9M
2
+$20.6M
3
+$13.1M
4
MSFT icon
Microsoft
MSFT
+$11.8M
5
CIEN icon
Ciena
CIEN
+$11.3M

Sector Composition

1 Technology 31.45%
2 Financials 12.31%
3 Consumer Discretionary 10.47%
4 Industrials 10.35%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LION icon
2001
Lionsgate Studios
LION
$4.6B
– –
-6,439
BIOA
2002
BioAge Labs
BIOA
$1.01B
– –
-745
INR
2003
Infinity Natural Resources
INR
$238M
– –
-482
RPT
2004
Rithm Property Trust
RPT
$112M
– –
-221
TE
2005
T1 Energy Inc
TE
$2.37B
– –
-4,190
BWIN
2006
Baldwin Insurance Group
BWIN
$2.34B
– –
-2,243
BOW
2007
Bowhead Specialty Holdings
BOW
$928M
– –
-559
ATYR
2008
aTyr Pharma
ATYR
$54.9M
– –
-3,014
RAPP
2009
Rapport Therapeutics
RAPP
$1.86B
– –
-894
ONIT
2010
Onity Group
ONIT
$311M
– –
-209
SILA
2011
Sila Realty Trust
SILA
$1.68B
– –
-1,749
TECX
2012
Tectonic Therapeutic
TECX
$586M
– –
-345
GRAL
2013
GRAIL Inc
GRAL
$2.86B
– –
-1,105
WBTN
2014
WEBTOON Entertainment Inc
WBTN
$1.49B
– –
-564
ALMS
2015
Alumis Inc
ALMS
$3.19B
– –
-1,776
AIOT
2016
PowerFleet Inc
AIOT
$498M
– –
-3,905
SUNS
2017
Sunrise Realty Trust
SUNS
$116M
– –
-319
FSUN
2018
FirstSun Capital Bancorp
FSUN
$1.76B
– –
-396
ARDT
2019
Ardent Health
ARDT
$1.34B
– –
-728
LINE
2020
Lineage Inc
LINE
$9.7B
– –
-3,439
CBNA
2021
Chain Bridge Bancorp
CBNA
$249M
– –
-69
INV
2022
Innventure Inc
INV
$419M
– –
-860
KLC
2023
KinderCare Learning Companies
KLC
$496M
– –
-991
CBLL
2024
CeriBell Inc
CBLL
$749M
– –
-837
UPB
2025
Upstream Bio Inc
UPB
$346M
– –
-1,031
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