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
IVR icon
2251
Invesco Mortgage Capital
IVR
$668M
$16K ﹤0.01%
2,109
XRX icon
2252
Xerox
XRX
$348M
$16K ﹤0.01%
4,123
-29,049
PHAT icon
2253
Phathom Pharmaceuticals
PHAT
$1.1B
$16K ﹤0.01%
1,354
ARCT icon
2254
Arcturus Therapeutics
ARCT
$207M
$15K ﹤0.01%
809
ASPN icon
2255
Aspen Aerogels
ASPN
$287M
$15K ﹤0.01%
2,130
BLZE icon
2256
Backblaze
BLZE
$280M
$15K ﹤0.01%
1,584
BBBY
2257
Bed Bath & Beyond
BBBY
$500M
$15K ﹤0.01%
1,637
CODI icon
2258
Compass Diversified
CODI
$420M
$15K ﹤0.01%
2,308
LUNR icon
2259
Intuitive Machines
LUNR
$3.07B
$15K ﹤0.01%
1,442
OEC icon
2260
Orion
OEC
$358M
$15K ﹤0.01%
1,945
PBPB
2261
DELISTED
Potbelly
PBPB
$15K ﹤0.01%
880
PFIS icon
2262
Peoples Financial Services
PFIS
$500M
$15K ﹤0.01%
318
PGEN icon
2263
Precigen
PGEN
$1.56B
$15K ﹤0.01%
4,621
IBTA icon
2264
Ibotta
IBTA
$612M
$15K ﹤0.01%
541
BOW
2265
Bowhead Specialty Holdings
BOW
$789M
$15K ﹤0.01%
546
RZLV
2266
Rezolve AI
RZLV
$1.54B
$15K ﹤0.01%
3,104
PVLA
2267
Palvella Therapeutics
PVLA
$1.18B
$15K ﹤0.01%
234
CLNE icon
2268
Clean Energy Fuels
CLNE
$487M
$15K ﹤0.01%
5,939
CVGW icon
2269
Calavo Growers
CVGW
$463M
$15K ﹤0.01%
590
CYRX icon
2270
CryoPort
CYRX
$552M
$15K ﹤0.01%
1,546
DHIL icon
2271
Diamond Hill
DHIL
$460M
$15K ﹤0.01%
107
EGY icon
2272
Vaalco Energy
EGY
$469M
$15K ﹤0.01%
3,850
FDMT icon
2273
4D Molecular Therapeutics
FDMT
$431M
$15K ﹤0.01%
1,738
FFIC icon
2274
Flushing Financial
FFIC
$522M
$15K ﹤0.01%
1,099
FIP icon
2275
FTAI Infrastructure
FIP
$670M
$15K ﹤0.01%
3,337