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
MLKN icon
976
MillerKnoll
MLKN
$1.3B
$1.66M 0.01%
+48,108
ROKU icon
977
Roku
ROKU
$14B
$1.66M 0.01%
+13,251
SSNC icon
978
SS&C Technologies
SSNC
$17.3B
$1.66M 0.01%
+22,097
MMSI icon
979
Merit Medical Systems
MMSI
$4.11B
$1.64M 0.01%
+24,651
FLOW
980
DELISTED
SPX FLOW, Inc.
FLOW
$1.64M 0.01%
+19,017
UCB
981
United Community Banks
UCB
$3.58B
$1.64M 0.01%
+47,028
DBX icon
982
Dropbox
DBX
$5.95B
$1.61M 0.01%
+69,382
PINS icon
983
Pinterest
PINS
$11.7B
$1.61M 0.01%
+65,487
RAMP icon
984
LiveRamp
RAMP
$1.75B
$1.61M 0.01%
+43,108
ATI icon
985
ATI
ATI
$20.2B
$1.61M 0.01%
+60,032
FORM icon
986
FormFactor
FORM
$7.04B
$1.6M 0.01%
+38,068
YELP icon
987
Yelp
YELP
$1.41B
$1.6M 0.01%
+46,908
AEIS icon
988
Advanced Energy
AEIS
$11.6B
$1.6M 0.01%
+18,581
FUL icon
989
H.B. Fuller
FUL
$2.98B
$1.59M 0.01%
+24,114
ACH
990
Accendra Health
ACH
$185M
$1.59M 0.01%
+36,167
BDC icon
991
Belden
BDC
$4.46B
$1.59M 0.01%
+28,681
MORN icon
992
Morningstar
MORN
$7.23B
$1.59M 0.01%
+5,818
WERN icon
993
Werner Enterprises
WERN
$1.63B
$1.58M 0.01%
+38,648
CALX icon
994
Calix
CALX
$3.35B
$1.58M 0.01%
+36,916
FIX icon
995
Comfort Systems
FIX
$49.7B
$1.58M 0.01%
+17,704
KFY icon
996
Korn Ferry
KFY
$3.16B
$1.58M 0.01%
+24,271
ISBC
997
DELISTED
Investors Bancorp, Inc.
ISBC
$1.57M 0.01%
+105,325
RMBS icon
998
Rambus
RMBS
$10B
$1.57M 0.01%
+49,191
REZI icon
999
Resideo Technologies
REZI
$5.15B
$1.57M 0.01%
+65,814
NUS icon
1000
Nu Skin
NUS
$347M
$1.56M 0.01%
+32,644