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
PHAT icon
2326
Phathom Pharmaceuticals
PHAT
$960M
$13K ﹤0.01%
1,354
RBBN icon
2327
Ribbon Communications
RBBN
$560M
$13K ﹤0.01%
3,119
RDW icon
2328
Redwire
RDW
$1.14B
$13K ﹤0.01%
786
RGNX icon
2329
Regenxbio
RGNX
$582M
$13K ﹤0.01%
1,589
SFIX icon
2330
Stitch Fix
SFIX
$557M
$13K ﹤0.01%
3,496
SVC
2331
Service Properties Trust
SVC
$329M
$13K ﹤0.01%
5,622
TRML
2332
DELISTED
Tourmaline Bio
TRML
$13K ﹤0.01%
799
TSHA icon
2333
Taysha Gene Therapies
TSHA
$1.16B
$13K ﹤0.01%
5,534
VTEX icon
2334
VTEX
VTEX
$773M
$13K ﹤0.01%
+1,972
LENZ
2335
LENZ Therapeutics
LENZ
$849M
$13K ﹤0.01%
434
CTRI icon
2336
Centuri Holdings
CTRI
$1.75B
$13K ﹤0.01%
587
NESR
2337
National Energy Services Reunited Corp
NESR
$1.23B
$13K ﹤0.01%
+2,083
ARKO icon
2338
ARKO Corp
ARKO
$498M
$12K ﹤0.01%
2,948
BCML icon
2339
BayCom
BCML
$299M
$12K ﹤0.01%
446
CMRC
2340
Commerce.com Inc Series 1
CMRC
$364M
$12K ﹤0.01%
2,461
BMRC icon
2341
Bank of Marin Bancorp
BMRC
$419M
$12K ﹤0.01%
532
BWB icon
2342
Bridgewater Bancshares
BWB
$455M
$12K ﹤0.01%
733
CIVB icon
2343
Civista Bancshares
CIVB
$413M
$12K ﹤0.01%
517
CLNE icon
2344
Clean Energy Fuels
CLNE
$610M
$12K ﹤0.01%
5,939
CTEV
2345
Claritev Corp
CTEV
$1.04B
$12K ﹤0.01%
+263
FLOC
2346
Flowco Holdings
FLOC
$414M
$12K ﹤0.01%
677
BKV
2347
BKV Corp
BKV
$2.22B
$12K ﹤0.01%
491
VPG icon
2348
Vishay Precision Group
VPG
$474M
$12K ﹤0.01%
433
TRC icon
2349
Tejon Ranch
TRC
$419M
$12K ﹤0.01%
725
TALK icon
2350
Talkspace
TALK
$561M
$12K ﹤0.01%
4,253