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
DORM icon
1076
Dorman Products
DORM
$4.11B
$1.3M 0.01%
+13,690
FWRD icon
1077
Forward Air
FWRD
$575M
$1.29M 0.01%
+13,229
NVAX icon
1078
Novavax
NVAX
$1.37B
$1.29M 0.01%
+17,546
SHAK icon
1079
Shake Shack
SHAK
$3.68B
$1.29M 0.01%
+19,022
LCII icon
1080
LCI Industries
LCII
$2.32B
$1.27M 0.01%
+12,251
SEM icon
1081
Select Medical
SEM
$1.76B
$1.27M 0.01%
+98,032
UNF icon
1082
Unifirst Corp
UNF
$2.83B
$1.27M 0.01%
+6,871
LYFT icon
1083
Lyft
LYFT
$8.2B
$1.26M 0.01%
+32,733
ACA icon
1084
Arcosa
ACA
$4.52B
$1.25M 0.01%
+21,859
MDRX
1085
DELISTED
Veradigm Inc. Common Stock
MDRX
$1.25M 0.01%
+55,273
BCC icon
1086
Boise Cascade
BCC
$2.58B
$1.24M 0.01%
+17,864
AIN icon
1087
Albany International
AIN
$1.68B
$1.23M 0.01%
+14,634
STWD icon
1088
Starwood Property Trust
STWD
$6.65B
$1.23M 0.01%
+51,071
ACLS icon
1089
Axcelis
ACLS
$2.57B
$1.23M 0.01%
+16,239
AGNC icon
1090
AGNC Investment
AGNC
$10.7B
$1.23M 0.01%
+93,539
WDFC icon
1091
WD-40
WDFC
$2.62B
$1.22M 0.01%
+6,674
ARNC
1092
DELISTED
Arconic Corporation
ARNC
$1.22M 0.01%
+47,729
ALGT icon
1093
Allegiant Air
ALGT
$1.12B
$1.22M 0.01%
+7,520
EVTC icon
1094
Evertec
EVTC
$1.81B
$1.21M 0.01%
+29,483
HR icon
1095
Healthcare Realty
HR
$6.24B
$1.2M 0.01%
+38,394
ITGR icon
1096
Integer Holdings
ITGR
$2.22B
$1.2M 0.01%
+14,915
MTOR
1097
DELISTED
MERITOR, Inc.
MTOR
$1.2M 0.01%
+33,670
FBP icon
1098
First Bancorp
FBP
$3.1B
$1.2M 0.01%
+91,265
PBH icon
1099
Prestige Consumer Healthcare
PBH
$2.97B
$1.2M 0.01%
+22,579
UPST icon
1100
Upstart Holdings
UPST
$4.33B
$1.19M 0.01%
+10,881