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
DIS icon
26
Walt Disney
DIS
$201B
$63.3M 0.5%
+461,518
TMO icon
27
Thermo Fisher Scientific
TMO
$216B
$63.1M 0.5%
+106,816
KO icon
28
Coca-Cola
KO
$300B
$62.8M 0.5%
+1,013,350
PEP icon
29
PepsiCo
PEP
$207B
$61.2M 0.49%
+365,593
ADBE icon
30
Adobe
ADBE
$148B
$61.1M 0.49%
+134,054
WMT icon
31
Walmart
WMT
$846B
$59M 0.47%
+1,187,847
VZ icon
32
Verizon
VZ
$164B
$57.3M 0.46%
+1,124,694
ABT icon
33
Abbott
ABT
$221B
$57.3M 0.45%
+483,735
MRK icon
34
Merck
MRK
$219B
$54.7M 0.43%
+666,959
CRM icon
35
Salesforce
CRM
$243B
$54.1M 0.43%
+254,740
CMCSA icon
36
Comcast
CMCSA
$108B
$53.6M 0.43%
+1,144,733
INTC icon
37
Intel
INTC
$182B
$52.9M 0.42%
+1,066,765
WFC icon
38
Wells Fargo
WFC
$272B
$47.5M 0.38%
+980,069
AMD icon
39
Advanced Micro Devices
AMD
$410B
$47.4M 0.38%
+433,725
TXN icon
40
Texas Instruments
TXN
$154B
$47.3M 0.38%
+257,593
DHR icon
41
Danaher
DHR
$158B
$47.1M 0.37%
+181,065
MCD icon
42
McDonald's
MCD
$218B
$47M 0.37%
+190,025
QCOM icon
43
Qualcomm
QCOM
$182B
$45.8M 0.36%
+299,948
UNP icon
44
Union Pacific
UNP
$128B
$45.6M 0.36%
+166,901
NKE icon
45
Nike
NKE
$102B
$45M 0.36%
+334,607
UPS icon
46
United Parcel Service
UPS
$73.9B
$43.6M 0.35%
+203,444
NFLX icon
47
Netflix
NFLX
$464B
$43.5M 0.35%
+116,106
T icon
48
AT&T
T
$179B
$42.4M 0.34%
+2,376,990
BMY icon
49
Bristol-Myers Squibb
BMY
$89.2B
$42.2M 0.34%
+578,069
NEE icon
50
NextEra Energy
NEE
$174B
$41.8M 0.33%
+493,156
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