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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
$13.9B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,023
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.62M
3
+$7.21M
4
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$5.17M
5
ARES icon
Ares Management
ARES
+$4.45M

Top Sells

1
+$53M
2
+$40.6M
3
+$40.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.8M

Sector Composition

1 Technology 33.29%
2 Financials 13.13%
3 Consumer Discretionary 11.05%
4 Communication Services 9.85%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SION
2101
Sionna Therapeutics
SION
$1.9B
$21K ﹤0.01%
504
+83
AQST icon
2102
Aquestive Therapeutics
AQST
$551M
$21K ﹤0.01%
3,282
+713
ADTN icon
2103
Adtran
ADTN
$1.1B
$20K ﹤0.01%
2,337
-373
GOLD
2104
Gold.com Inc
GOLD
$1.22B
$20K ﹤0.01%
597
-21
EBS icon
2105
Emergent Biosolutions
EBS
$440M
$20K ﹤0.01%
1,639
-204
ERAS icon
2106
Erasca
ERAS
$4.98B
$20K ﹤0.01%
5,454
-889
IBCP icon
2107
Independent Bank Corp
IBCP
$747M
$20K ﹤0.01%
628
-75
LXEO icon
2108
Lexeo Therapeutics
LXEO
$373M
$20K ﹤0.01%
1,982
+1,359
MOFG
2109
DELISTED
MidWestOne Financial Group
MOFG
$20K ﹤0.01%
516
-126
RDVT icon
2110
Red Violet
RDVT
$850M
$20K ﹤0.01%
355
-26
TCMD icon
2111
Tactile Systems Technology
TCMD
$683M
$20K ﹤0.01%
694
-132
TDUP icon
2112
ThredUp
TDUP
$894M
$20K ﹤0.01%
3,081
+370
ZGN icon
2113
Zegna
ZGN
$3.53B
$20K ﹤0.01%
1,941
-169
SERV
2114
Serve Robotics
SERV
$511M
$20K ﹤0.01%
1,964
+363
NAVN
2115
Navan Inc
NAVN
$5.8B
$20K ﹤0.01%
+1,175
JANX icon
2116
Janux Therapeutics
JANX
$911M
$19K ﹤0.01%
1,347
+257
KALV
2117
DELISTED
KalVista Pharmaceuticals
KALV
$19K ﹤0.01%
1,205
-138
KROS icon
2118
Keros Therapeutics
KROS
$218M
$19K ﹤0.01%
918
-140
MPB icon
2119
Mid Penn Bancorp
MPB
$878M
$19K ﹤0.01%
614
+12
NWPX icon
2120
NWPX Infrastructure Inc
NWPX
$1.43B
$19K ﹤0.01%
297
-41
SBGI icon
2121
Sinclair Inc
SBGI
$996M
$19K ﹤0.01%
1,214
+101
SEMR
2122
DELISTED
Semrush
SEMR
$19K ﹤0.01%
1,609
+338
TREE icon
2123
LendingTree
TREE
$568M
$19K ﹤0.01%
351
-50
UAMY icon
2124
United States Antimony
UAMY
$1.03B
$19K ﹤0.01%
3,739
+611
AVBP icon
2125
ArriVent BioPharma
AVBP
$1.58B
$19K ﹤0.01%
927
-36
83 84
85
86 87