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 | |
|---|---|---|---|---|---|---|
26
Bank of America
BAC
$358B
| $69.6M | 0.5% |
1,264,711
-44,866
|
|
||
27
Micron Technology
MU
$433B
| $63.5M | 0.46% |
222,312
+9,954
|
|
||
28
Procter & Gamble
PG
$370B
| $61.7M | 0.45% |
430,272
-26,085
|
|
||
29
UnitedHealth
UNH
$261B
| $56.8M | 0.41% |
172,024
-103
|
|
||
30
Cisco
CSCO
$311B
| $56.2M | 0.41% |
729,133
-46,832
|
|
||
31
Wells Fargo
WFC
$253B
| $55.2M | 0.4% |
592,743
-19,233
|
|
||
32
Chevron
CVX
$377B
| $54.1M | 0.39% |
354,927
-15,168
|
|
||
33
Coca-Cola
KO
$338B
| $54.1M | 0.39% |
773,151
-45,377
|
|
||
34
Caterpillar
CAT
$335B
| $51.5M | 0.37% |
89,889
-2,048
|
|
||
35
IBM
IBM
$226B
| $51.1M | 0.37% |
172,605
-8,221
|
|
||
36
Goldman Sachs
GS
$255B
| $49.1M | 0.35% |
55,805
-2,343
|
|
||
37
Merck
MRK
$296B
| $48.9M | 0.35% |
464,116
-11,172
|
|
||
38
Lam Research
LRCX
$274B
| $48.2M | 0.35% |
281,623
+933
|
|
||
39
Salesforce
CRM
$183B
| $48.1M | 0.35% |
181,654
-8,580
|
|
||
40
Philip Morris
PM
$274B
| $46.1M | 0.33% |
287,661
-44,169
|
|
||
41
RTX Corp
RTX
$280B
| $45.4M | 0.33% |
247,607
-14,031
|
|
||
42
Intuitive Surgical
ISRG
$174B
| $43.7M | 0.32% |
77,189
-5,447
|
|
||
43
Applied Materials
AMAT
$282B
| $41.6M | 0.3% |
161,790
+2,439
|
|
||
44
McDonald's
MCD
$234B
| $40.5M | 0.29% |
132,374
-9,646
|
|
||
45
Thermo Fisher Scientific
TMO
$189B
| $40.4M | 0.29% |
69,800
-1,914
|
|
||
46
Abbott
ABT
$197B
| $40.2M | 0.29% |
321,096
-34,697
|
|
||
47
Intuit
INTU
$121B
| $40.2M | 0.29% |
60,689
-1,606
|
|
||
48
Citigroup
C
$192B
| $40M | 0.29% |
342,456
-17,298
|
|
||
49
Morgan Stanley
MS
$261B
| $39.9M | 0.29% |
224,835
-3,561
|
|
||
50
GE Vernova
GEV
$230B
| $39.6M | 0.29% |
60,591
-2,631
|
|