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
TREE icon
2026
LendingTree
TREE
$762M
$26K ﹤0.01%
401
UHAL icon
2027
U-Haul Holding Co
UHAL
$10.2B
$26K ﹤0.01%
462
+3
ADTN icon
2028
Adtran
ADTN
$651M
$25K ﹤0.01%
2,710
AMTB icon
2029
Amerant Bancorp
AMTB
$780M
$25K ﹤0.01%
1,278
ARIS
2030
DELISTED
Aris Water Solutions
ARIS
$25K ﹤0.01%
1,016
BZH icon
2031
Beazer Homes USA
BZH
$680M
$25K ﹤0.01%
1,009
ELVN icon
2032
Enliven Therapeutics
ELVN
$1.22B
$25K ﹤0.01%
1,218
GBTG icon
2033
American Express Global Business Travel
GBTG
$4.17B
$25K ﹤0.01%
3,062
-1,295
GDOT icon
2034
Green Dot
GDOT
$723M
$25K ﹤0.01%
1,854
HIPO icon
2035
Hippo Holdings
HIPO
$781M
$25K ﹤0.01%
695
IIIV icon
2036
i3 Verticals
IIIV
$545M
$25K ﹤0.01%
785
KE
2037
Kimball Electronics
KE
$700M
$25K ﹤0.01%
828
ODP icon
2038
ODP
ODP
$842M
$25K ﹤0.01%
894
-339
OSBC icon
2039
Old Second Bancorp
OSBC
$997M
$25K ﹤0.01%
1,470
TTI icon
2040
TETRA Technologies
TTI
$1.05B
$25K ﹤0.01%
4,274
UVE icon
2041
Universal Insurance Holdings
UVE
$915M
$25K ﹤0.01%
944
BRSP
2042
BrightSpire Capital
BRSP
$736M
$24K ﹤0.01%
4,391
CCNE icon
2043
CNB Financial Corp
CCNE
$772M
$24K ﹤0.01%
978
+250
CRMD icon
2044
CorMedix
CRMD
$773M
$24K ﹤0.01%
2,089
ESQ icon
2045
Esquire Financial Holdings
ESQ
$873M
$24K ﹤0.01%
240
HBNC icon
2046
Horizon Bancorp
HBNC
$884M
$24K ﹤0.01%
1,474
MBWM icon
2047
Mercantile Bank Corp
MBWM
$754M
$24K ﹤0.01%
528
NBBK icon
2048
NB Bancorp
NBBK
$914M
$24K ﹤0.01%
1,347
NRIX icon
2049
Nurix Therapeutics
NRIX
$1.65B
$24K ﹤0.01%
2,593
PLOW icon
2050
Douglas Dynamics
PLOW
$736M
$24K ﹤0.01%
778