AF

Amalgamated Financial Portfolio holdings

AUM $12.6B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,002
New
Increased
Reduced
Closed

Top Buys

1 +$736M
2 +$632M
3 +$391M
4
TSLA icon
Tesla
TSLA
+$240M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$228M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.53%
2 Financials 13.15%
3 Healthcare 13.05%
4 Consumer Discretionary 12.17%
5 Industrials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBIO icon
2876
iBio
IBIO
$24.5M
$11K ﹤0.01%
+52
LSEA
2877
DELISTED
Landsea Homes
LSEA
$11K ﹤0.01%
+1,293
LITS
2878
Lite Strategy Inc
LITS
$69.2M
$11K ﹤0.01%
+885
MIRM icon
2879
Mirum Pharmaceuticals
MIRM
$3.52B
$11K ﹤0.01%
+516
PLSE icon
2880
Pulse Biosciences
PLSE
$1.22B
$11K ﹤0.01%
+2,273
SMMT icon
2881
Summit Therapeutics
SMMT
$14.4B
$11K ﹤0.01%
+4,291
SYRE icon
2882
Spyre Therapeutics
SYRE
$1.81B
$11K ﹤0.01%
+195
VEL icon
2883
Velocity Financial
VEL
$720M
$11K ﹤0.01%
+1,032
WLFC icon
2884
Willis Lease Finance
WLFC
$1.01B
$11K ﹤0.01%
+356
XGN icon
2885
Exagen
XGN
$263M
$11K ﹤0.01%
+1,395
VINC
2886
DELISTED
Vincerx Pharma, Inc. Common Stock
VINC
$11K ﹤0.01%
+134
ATNX
2887
DELISTED
Athenex, Inc. Common Stock
ATNX
$11K ﹤0.01%
+638
NBEV
2888
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
$11K ﹤0.01%
+19,412
AIP icon
2889
Arteris
AIP
$606M
$10K ﹤0.01%
+752
ANNX icon
2890
Annexon
ANNX
$353M
$10K ﹤0.01%
+3,770
ATER icon
2891
Aterian
ATER
$10.1M
$10K ﹤0.01%
+352
CURI icon
2892
CuriosityStream
CURI
$260M
$10K ﹤0.01%
+3,345
CURV icon
2893
Torrid Holdings
CURV
$139M
$10K ﹤0.01%
+1,689
EEX icon
2894
Emerald Holding
EEX
$930M
$10K ﹤0.01%
+2,836
ERNA icon
2895
Eterna Therapeutics
ERNA
$9.51M
$10K ﹤0.01%
+16
EVI icon
2896
EVI Industries
EVI
$343M
$10K ﹤0.01%
+521
KALA icon
2897
KALA BIO
KALA
$5.59M
$10K ﹤0.01%
+151
MEC icon
2898
Mayville Engineering Co
MEC
$336M
$10K ﹤0.01%
+1,078
PRTH icon
2899
Priority Technology Holdings
PRTH
$617M
$10K ﹤0.01%
+1,692
TCBX icon
2900
Third Coast Bancshares
TCBX
$533M
$10K ﹤0.01%
+435