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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
NPKI
2026
NPK International
NPKI
$1.31B
– –
-2,579
PSIX
2027
Power Solutions International
PSIX
$892M
– –
-269
TBCH
2028
Turtle Beach Corp
TBCH
$243M
– –
-496
BZAI
2029
Blaize Holdings
BZAI
$202M
– –
-2,441
FLOC
2030
Flowco Holdings
FLOC
$877M
– –
-629
SFD
2031
Smithfield Foods
SFD
$9.6B
– –
-3,201
BBNX
2032
Beta Bionics
BBNX
$709M
– –
-1,223
MAZE
2033
Maze Therapeutics
MAZE
$1.5B
– –
-674
TTAM
2034
Titan America SA
TTAM
$3.56B
– –
-764
SION
2035
Sionna Therapeutics
SION
$1.93B
– –
-504
EFSI
2036
Eagle Financial Services Inc
EFSI
$225M
– –
-144
AARD
2037
Aardvark Therapeutics
AARD
$110M
– –
-400
NPB
2038
Northpointe Bancshares
NPB
$644M
– –
-645
CTEV
2039
Claritev Corp
CTEV
$592M
– –
-238
RHLD
2040
Resolute Holdings Management
RHLD
$1.03B
– –
-134
KMTS
2041
Kestra Medical Technologies
KMTS
$1.32B
– –
-617
SNWV
2042
SANUWAVE Health Inc
SNWV
$65.6M
– –
-234
FFAI
2043
Faraday Future Intelligent Electric
FFAI
$72.1M
– –
-4,486
USAR
2044
USA Rare Earth Inc
USAR
$4.72B
– –
-2,767
NAGE
2045
Niagen Bioscience
NAGE
$264M
– –
-1,663
NMAX
2046
Newsmax Inc
NMAX
$862M
– –
-1,493
ALMU
2047
Aeluma Inc
ALMU
$373M
– –
-409
SMA
2048
SmartStop Self Storage REIT
SMA
$1.81B
– –
-981
SLSN
2049
Solesence Inc
SLSN
$73.5M
– –
-591
BULL
2050
Webull Corp
BULL
$3.46B
– –
-8,581
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