AB

Amalgamated Bank Portfolio holdings

AUM $14B
1-Year Est. Return 27.23%
This Quarter Est. Return
1 Year Est. Return
+27.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,201
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$20.6M
3 +$16.8M
4
COF icon
Capital One
COF
+$10M
5
COIN icon
Coinbase
COIN
+$9.53M

Top Sells

1 +$8.46M
2 +$8.42M
3 +$8.3M
4
WMT icon
Walmart
WMT
+$6.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.94M

Sector Composition

1 Technology 32.42%
2 Financials 13.83%
3 Consumer Discretionary 11.07%
4 Industrials 9.4%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ERII icon
2026
Energy Recovery
ERII
$906M
$25K ﹤0.01%
1,944
FIGS icon
2027
FIGS
FIGS
$1.23B
$25K ﹤0.01%
4,427
JANX icon
2028
Janux Therapeutics
JANX
$1.66B
$25K ﹤0.01%
1,090
LFST icon
2029
Lifestance Health
LFST
$1.96B
$25K ﹤0.01%
4,830
MBWM icon
2030
Mercantile Bank Corp
MBWM
$734M
$25K ﹤0.01%
528
MCB icon
2031
Metropolitan Bank Holding Corp
MCB
$694M
$25K ﹤0.01%
361
MDXG icon
2032
MiMedx Group
MDXG
$1.16B
$25K ﹤0.01%
4,106
MVST icon
2033
Microvast
MVST
$1.7B
$25K ﹤0.01%
+6,796
PRAX icon
2034
Praxis Precision Medicines
PRAX
$4.07B
$25K ﹤0.01%
599
SHLS icon
2035
Shoals Technologies Group
SHLS
$1.59B
$25K ﹤0.01%
5,845
NPKI
2036
NPK International
NPKI
$1.09B
$25K ﹤0.01%
2,902
ADTN icon
2037
Adtran
ADTN
$660M
$24K ﹤0.01%
2,710
AGL icon
2038
Agilon Health
AGL
$317M
$24K ﹤0.01%
10,418
ARIS
2039
DELISTED
Aris Water Solutions
ARIS
$24K ﹤0.01%
1,016
AVXL icon
2040
Anavex Life Sciences
AVXL
$642M
$24K ﹤0.01%
2,590
BBAI icon
2041
BigBear.ai
BBAI
$2.67B
$24K ﹤0.01%
3,563
CMP icon
2042
Compass Minerals
CMP
$718M
$24K ﹤0.01%
1,174
DEC
2043
Diversified Energy
DEC
$1.05B
$24K ﹤0.01%
1,632
ELVN icon
2044
Enliven Therapeutics
ELVN
$1.12B
$24K ﹤0.01%
1,218
MEG icon
2045
Montrose Environmental
MEG
$926M
$24K ﹤0.01%
1,097
NBBK icon
2046
NB Bancorp
NBBK
$722M
$24K ﹤0.01%
1,347
PRO icon
2047
PROS Holdings
PRO
$1.12B
$24K ﹤0.01%
1,533
RUM icon
2048
Rumble
RUM
$2.12B
$24K ﹤0.01%
+2,691
ZYME icon
2049
Zymeworks
ZYME
$1.39B
$24K ﹤0.01%
1,880
NAGE
2050
Niagen Bioscience
NAGE
$561M
$24K ﹤0.01%
1,694