AF

Amalgamated Financial Portfolio holdings

AUM $12.6B
This Fund
S&P 500
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 +$709M
2 +$617M
3 +$371M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$223M
5
TSLA icon
Tesla
TSLA
+$208M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.52%
2 Financials 13.15%
3 Healthcare 13.05%
4 Consumer Discretionary 12.17%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BWA icon
726
BorgWarner
BWA
$10.5B
$3.06M 0.02%
+89,411
CROX icon
727
Crocs
CROX
$3.92B
$3.05M 0.02%
+39,904
SMTC icon
728
Semtech
SMTC
$7.85B
$3.04M 0.02%
+43,837
LW icon
729
Lamb Weston
LW
$5.63B
$3.02M 0.02%
+50,380
UBSI icon
730
United Bankshares
UBSI
$5.46B
$3.01M 0.02%
+86,416
MTG icon
731
MGIC Investment
MTG
$5.6B
$3.01M 0.02%
+222,265
OGS icon
732
ONE Gas
OGS
$5.48B
$3.01M 0.02%
+34,064
DAY
733
DELISTED
Dayforce
DAY
$3M 0.02%
+43,941
KEX icon
734
Kirby Corp
KEX
$6.7B
$3M 0.02%
+41,483
EVR icon
735
Evercore
EVR
$10.6B
$2.99M 0.02%
+26,826
RLI icon
736
RLI Corp
RLI
$5.68B
$2.99M 0.02%
+53,974
FRT icon
737
Federal Realty Investment Trust
FRT
$9.01B
$2.96M 0.02%
+24,265
SNX icon
738
TD Synnex
SNX
$12.3B
$2.96M 0.02%
+28,699
ELS icon
739
Equity Lifestyle Properties
ELS
$13.2B
$2.96M 0.02%
+38,685
AOS icon
740
A.O. Smith
AOS
$9.24B
$2.95M 0.02%
+46,213
FNB icon
741
FNB Corp
FNB
$5.66B
$2.93M 0.02%
+235,289
QDEL icon
742
QuidelOrtho
QDEL
$1.16B
$2.93M 0.02%
+26,036
LIVN icon
743
LivaNova
LIVN
$3.2B
$2.93M 0.02%
+35,767
R icon
744
Ryder
R
$7.41B
$2.92M 0.02%
+36,873
OGN icon
745
Organon & Co
OGN
$1.65B
$2.91M 0.02%
+83,432
PNW icon
746
Pinnacle West Capital
PNW
$12.4B
$2.91M 0.02%
+37,315
WEN icon
747
Wendy's
WEN
$1.36B
$2.91M 0.02%
+132,445
HPP
748
Hudson Pacific Properties
HPP
$353M
$2.91M 0.02%
+14,959
LNC icon
749
Lincoln National
LNC
$6.2B
$2.9M 0.02%
+44,313
ZM icon
750
Zoom
ZM
$21.8B
$2.89M 0.02%
+24,690