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
HPQ icon
201
HP
HPQ
$25.9B
$10.2M 0.08%
+280,561
EBAY icon
202
eBay
EBAY
$44.4B
$10.2M 0.08%
+177,712
PSX icon
203
Phillips 66
PSX
$54.5B
$10.1M 0.08%
+117,332
AFL icon
204
Aflac
AFL
$57.3B
$10.1M 0.08%
+157,301
KR icon
205
Kroger
KR
$44.5B
$10.1M 0.08%
+176,249
DLR icon
206
Digital Realty Trust
DLR
$61.5B
$10.1M 0.08%
+71,091
BX icon
207
Blackstone
BX
$121B
$10M 0.08%
+78,783
GPN icon
208
Global Payments
GPN
$21.2B
$9.95M 0.08%
+72,716
RMD icon
209
ResMed
RMD
$37.9B
$9.93M 0.08%
+40,959
FAST icon
210
Fastenal
FAST
$49.2B
$9.93M 0.08%
+334,408
O icon
211
Realty Income
O
$54.8B
$9.87M 0.08%
+142,349
CTAS icon
212
Cintas
CTAS
$76.7B
$9.86M 0.08%
+92,720
BAX icon
213
Baxter International
BAX
$11.8B
$9.77M 0.08%
+126,006
XEL icon
214
Xcel Energy
XEL
$47.5B
$9.75M 0.08%
+135,114
EA icon
215
Electronic Arts
EA
$50.1B
$9.7M 0.08%
+76,647
TROW icon
216
T. Rowe Price
TROW
$22.8B
$9.65M 0.08%
+63,838
DLTR icon
217
Dollar Tree
DLTR
$20.2B
$9.6M 0.08%
+59,962
DD icon
218
DuPont de Nemours
DD
$33.9B
$9.59M 0.08%
+130,378
WOLF icon
219
Wolfspeed
WOLF
$765M
$9.57M 0.08%
+84,090
AJG icon
220
Arthur J. Gallagher & Co
AJG
$72B
$9.5M 0.08%
+54,387
SBAC icon
221
SBA Communications
SBAC
$21.3B
$9.49M 0.08%
+27,586
BK icon
222
Bank of New York Mellon
BK
$75.3B
$9.48M 0.08%
+190,974
VRSK icon
223
Verisk Analytics
VRSK
$32.8B
$9.41M 0.07%
+43,857
STZ icon
224
Constellation Brands
STZ
$24.4B
$9.32M 0.07%
+40,479
PH icon
225
Parker-Hannifin
PH
$97.7B
$9.26M 0.07%
+32,640