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
ZBIO
2401
Zenas BioPharma
ZBIO
$1.99B
$12K ﹤0.01%
524
SEPN
2402
Septerna Inc
SEPN
$1.24B
$12K ﹤0.01%
634
TTAM
2403
Titan America SA
TTAM
$2.95B
$12K ﹤0.01%
830
SION
2404
Sionna Therapeutics
SION
$1.74B
$12K ﹤0.01%
421
GBFH
2405
GBank Financial Holdings
GBFH
$468M
$12K ﹤0.01%
307
AEVA
2406
Aeva Technologies
AEVA
$620M
$11K ﹤0.01%
727
AGL icon
2407
Agilon Health
AGL
$258M
$11K ﹤0.01%
10,418
BRY icon
2408
Berry Corp
BRY
$262M
$11K ﹤0.01%
2,808
CIVB icon
2409
Civista Bancshares
CIVB
$441M
$11K ﹤0.01%
517
CLDT
2410
Chatham Lodging
CLDT
$326M
$11K ﹤0.01%
1,646
CMPX icon
2411
Compass Therapeutics
CMPX
$971M
$11K ﹤0.01%
3,077
CWBC
2412
Community West Bancshares
CWBC
$439M
$11K ﹤0.01%
538
CZNC icon
2413
Citizens & Northern Corp
CZNC
$359M
$11K ﹤0.01%
532
DC icon
2414
Dakota Gold
DC
$529M
$11K ﹤0.01%
2,415
DCTH icon
2415
Delcath Systems
DCTH
$338M
$11K ﹤0.01%
1,029
FET icon
2416
Forum Energy Technologies
FET
$369M
$11K ﹤0.01%
404
FMAO icon
2417
Farmers & Merchants Bancorp
FMAO
$336M
$11K ﹤0.01%
420
FRPH icon
2418
FRP Holdings
FRPH
$439M
$11K ﹤0.01%
466
GEF.B icon
2419
Greif Class B
GEF.B
$2.75B
$11K ﹤0.01%
182
GLUE icon
2420
Monte Rosa Therapeutics
GLUE
$1.03B
$11K ﹤0.01%
1,425
HVT icon
2421
Haverty Furniture Companies
HVT
$395M
$11K ﹤0.01%
499
KIDS icon
2422
OrthoPediatrics
KIDS
$450M
$11K ﹤0.01%
574
MNPR icon
2423
Monopar Therapeutics
MNPR
$555M
$11K ﹤0.01%
139
MRVI icon
2424
Maravai LifeSciences
MRVI
$490M
$11K ﹤0.01%
3,871
NATH icon
2425
Nathan's Famous
NATH
$375M
$11K ﹤0.01%
95