AB
Amalgamated Bank Portfolio holdings
AUM
$13.9B
1-Year Est. Return
26.81%
This Fund
S&P 500
1 Year Est. Return
+26.81%
AUM
$13.9B
AUM Growth
-$141M
(-1%)
Holding
3,023
Top Buys
| 1 | +$11M | |
| 2 | +$7.62M | |
| 3 | +$7.21M | |
| 4 |
Pinnacle Financial Partners Inc
PNFP
|
+$5.17M |
| 5 |
Ares Management
ARES
|
+$4.45M |
Top Sells
| 1 | +$53M | |
| 2 | +$40.6M | |
| 3 | +$40.6M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$15.1M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$13.8M |
Sector Composition
| 1 | Technology | 33.29% |
| 2 | Financials | 13.13% |
| 3 | Consumer Discretionary | 11.05% |
| 4 | Communication Services | 9.85% |
| 5 | Healthcare | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.43T
| $947M | 6.84% |
5,079,610
-217,943
|
|
||
2
Apple
AAPL
$3.89T
| $844M | 6.09% |
3,104,765
-197,600
|
|
||
3
Microsoft
MSFT
$2.96T
| $759M | 5.48% |
1,568,576
-81,101
|
|
||
4
Amazon
AMZN
$2.24T
| $458M | 3.31% |
1,985,076
-58,972
|
|
||
|
5
Alphabet (Google) Class A
GOOGL
$3.71T
| $370M | 2.67% |
1,182,079
-48,212
|
|
||
6
Broadcom
AVGO
$1.51T
| $343M | 2.48% |
991,404
-28,710
|
|
||
7
Meta Platforms (Facebook)
META
$1.65T
| $308M | 2.22% |
465,952
-9,684
|
|
||
|
8
Alphabet (Google) Class C
GOOG
$3.71T
| $298M | 2.15% |
950,755
-42,181
|
|
||
9
Tesla
TSLA
$1.51T
| $270M | 1.95% |
600,924
-19,934
|
|
||
10
Eli Lilly
LLY
$960B
| $186M | 1.34% |
173,090
-3,474
|
|
||
|
11
Berkshire Hathaway Class B
BRK.B
$1.04T
| $170M | 1.23% |
337,871
-30,256
|
|
||
12
JPMorgan Chase
JPM
$803B
| $162M | 1.17% |
502,054
-25,812
|
|
||
13
Visa
V
$616B
| $128M | 0.92% |
364,970
-31,882
|
|
||
14
Mastercard
MA
$465B
| $101M | 0.73% |
176,490
-17,220
|
|
||
15
Exxon Mobil
XOM
$643B
| $95.4M | 0.69% |
793,095
-25,542
|
|
||
16
Johnson & Johnson
JNJ
$599B
| $91.6M | 0.66% |
442,630
-27,401
|
|
||
17
Walmart Inc
WMT
$1.01T
| $91.6M | 0.66% |
822,203
-98,164
|
|
||
18
AbbVie
ABBV
$414B
| $87.7M | 0.63% |
383,670
-11,959
|
|
||
19
Netflix
NFLX
$410B
| $87.6M | 0.63% |
934,429
-38,961
|
|
||
20
Palantir
PLTR
$347B
| $87.4M | 0.63% |
491,728
-2,686
|
|
||
21
Costco
COST
$445B
| $83.1M | 0.6% |
96,311
-8,831
|
|
||
22
Oracle
ORCL
$429B
| $72.1M | 0.52% |
370,084
+2,592
|
|
||
23
Home Depot
HD
$369B
| $71.9M | 0.52% |
209,059
-3,875
|
|
||
24
Advanced Micro Devices
AMD
$324B
| $71.7M | 0.52% |
335,002
-1,311
|
|
||
25
GE Aerospace
GE
$363B
| $70.3M | 0.51% |
228,214
-9,252
|
|