AB
Amalgamated Bank Portfolio holdings
AUM
$13.1B
1-Year Est. Return
29.66%
This Fund
S&P 500
1 Year Est. Return
+29.66%
AUM
$13.1B
AUM Growth
-$788M
(-5.7%)
Holding
2,984
Top Buys
| 1 | +$10.7M | |
| 2 | +$5.08M | |
| 3 | +$3.82M | |
| 4 |
American Healthcare REIT
AHR
|
+$3.53M |
| 5 |
Micron Technology
MU
|
+$3.35M |
Top Sells
| 1 | +$20.9M | |
| 2 | +$20.6M | |
| 3 | +$13.1M | |
| 4 |
Microsoft
MSFT
|
+$11.8M |
| 5 |
Ciena
CIEN
|
+$11.3M |
Sector Composition
| 1 | Technology | 31.45% |
| 2 | Financials | 12.31% |
| 3 | Consumer Discretionary | 10.47% |
| 4 | Industrials | 10.35% |
| 5 | Healthcare | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.43T
| $866M | 6.63% |
4,967,292
-112,318
|
|
||
2
Apple
AAPL
$4.5T
| $768M | 5.87% |
3,024,352
-80,413
|
|
||
|
3
Microsoft
MSFT
$3.42T
| $570M | 4.36% |
1,540,464
-28,112
|
|
||
4
Amazon
AMZN
$2.81T
| $404M | 3.09% |
1,941,631
-43,445
|
|
||
5
Alphabet (Google) Class A
GOOGL
$4.56T
| $336M | 2.57% |
1,166,916
-15,163
|
|
||
6
Broadcom
AVGO
$2.18T
| $302M | 2.31% |
975,547
-15,857
|
|
||
|
7
Alphabet (Google) Class C
GOOG
$4.51T
| $270M | 2.07% |
941,804
-8,951
|
|
||
8
Meta Platforms (Facebook)
META
$1.52T
| $255M | 1.95% |
445,536
-20,416
|
|
||
9
Tesla
TSLA
$1.56T
| $217M | 1.66% |
582,776
-18,148
|
|
||
10
Berkshire Hathaway Class B
BRK.B
$1.01T
| $162M | 1.24% |
337,358
-513
|
|
||
11
Eli Lilly
LLY
$965B
| $154M | 1.18% |
167,306
-5,784
|
|
||
12
JPMorgan Chase
JPM
$795B
| $144M | 1.1% |
490,336
-11,718
|
|
||
13
Exxon Mobil
XOM
$619B
| $134M | 1.02% |
789,373
-3,722
|
|
||
14
Johnson & Johnson
JNJ
$538B
| $109M | 0.83% |
444,574
+1,944
|
|
||
15
Visa
V
$614B
| $107M | 0.82% |
353,727
-11,243
|
|
||
16
Walmart Inc
WMT
$913B
| $101M | 0.78% |
815,011
-7,192
|
|
||
17
Costco
COST
$420B
| $93.2M | 0.71% |
93,527
-2,784
|
|
||
18
Netflix
NFLX
$361B
| $85.6M | 0.66% |
890,536
-43,893
|
|
||
19
Mastercard
MA
$438B
| $85.2M | 0.65% |
170,418
-6,072
|
|
||
20
AbbVie
ABBV
$376B
| $81.4M | 0.62% |
374,211
-9,459
|
|
||
|
21
Micron Technology
MU
$1.17T
| $78M | 0.6% |
230,864
+8,552
|
|
||
22
Chevron
CVX
$370B
| $73.5M | 0.56% |
355,393
+466
|
|
||
23
Palantir
PLTR
$385B
| $70.4M | 0.54% |
480,963
-10,765
|
|
||
24
Home Depot
HD
$310B
| $66.6M | 0.51% |
202,446
-6,613
|
|
||
25
Advanced Micro Devices
AMD
$832B
| $66.1M | 0.51% |
324,877
-10,125
|
|