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
FSBC icon
2201
Five Star Bancorp
FSBC
$741M
$16K ﹤0.01%
576
GCT icon
2202
GigaCloud Technology
GCT
$1B
$16K ﹤0.01%
812
HY icon
2203
Hyster-Yale Materials Handling
HY
$612M
$16K ﹤0.01%
391
IOVA icon
2204
Iovance Biotherapeutics
IOVA
$659M
$16K ﹤0.01%
9,510
KE icon
2205
Kimball Electronics
KE
$702M
$16K ﹤0.01%
828
LFMD icon
2206
LifeMD
LFMD
$257M
$16K ﹤0.01%
1,200
LUNR icon
2207
Intuitive Machines
LUNR
$1.23B
$16K ﹤0.01%
1,442
NLOP
2208
Net Lease Office Properties
NLOP
$434M
$16K ﹤0.01%
483
NVGS icon
2209
Navigator Holdings
NVGS
$1.1B
$16K ﹤0.01%
+1,117
PFIS icon
2210
Peoples Financial Services
PFIS
$449M
$16K ﹤0.01%
318
PKST
2211
Peakstone Realty Trust
PKST
$477M
$16K ﹤0.01%
1,235
REAL icon
2212
The RealReal
REAL
$1.29B
$16K ﹤0.01%
3,398
RXST icon
2213
RxSight
RXST
$368M
$16K ﹤0.01%
1,257
SAGE
2214
DELISTED
Sage Therapeutics
SAGE
$16K ﹤0.01%
1,783
SHBI icon
2215
Shore Bancshares
SHBI
$527M
$16K ﹤0.01%
1,017
YORW icon
2216
York Water
YORW
$467M
$16K ﹤0.01%
497
ZVRA icon
2217
Zevra Therapeutics
ZVRA
$550M
$16K ﹤0.01%
1,825
AMLX icon
2218
Amylyx Pharmaceuticals
AMLX
$1.47B
$15K ﹤0.01%
+2,369
ARHS icon
2219
Arhaus
ARHS
$1.37B
$15K ﹤0.01%
1,773
AROW icon
2220
Arrow Financial
AROW
$497M
$15K ﹤0.01%
567
BHB icon
2221
Bar Harbor Bankshares
BHB
$489M
$15K ﹤0.01%
509
BSRR icon
2222
Sierra Bancorp
BSRR
$389M
$15K ﹤0.01%
489
CARE icon
2223
Carter Bankshares
CARE
$387M
$15K ﹤0.01%
892
CELC icon
2224
Celcuity
CELC
$3.1B
$15K ﹤0.01%
1,128
CHCT
2225
Community Healthcare Trust
CHCT
$418M
$15K ﹤0.01%
918