Asset Manager
← All Institutions
AMALGAMATED BANK
275 SEVENTH AVENUE 6TH FLOOR, NEW YORK, NY 10001 • 212-895-4497
Market Value
$13.0B
-5.7%
Holdings
2,915
-37
New Purchases
4
Added To
519
Closed
1,314
Reduced
1,048
Top 10 Concentration
32.0%
Turnover
45.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| XONA.DE | 1.03% | 0.69% | +0.34% | $134M |
| CVX | 0.57% | 0.39% | +0.17% | $74M |
| JNJ | 0.84% | 0.67% | +0.17% | $109M |
| MU | 0.60% | 0.46% | +0.14% | $78M |
| AMAT | 0.42% | 0.30% | +0.12% | $55M |
| VRT | 0.16% | 0.04% | +0.12% | $20M |
| WMT | 0.78% | 0.67% | +0.11% | $101M |
| COST | 0.72% | 0.60% | +0.11% | $93M |
| CAT | 0.49% | 0.37% | +0.11% | $63M |
| LRCX | 0.46% | 0.35% | +0.11% | $59M |
| GEV | 0.39% | 0.29% | +0.10% | $50M |
| SNDK | 0.13% | 0.04% | +0.09% | $17M |
| VZ | 0.31% | 0.23% | +0.08% | $40M |
| MRK | 0.43% | 0.36% | +0.07% | $55M |
| KLAC | 0.33% | 0.26% | +0.07% | $42M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MSFT | 4.40% | 5.52% | -1.12% | $570M |
| TSLA | 1.67% | 1.96% | -0.29% | $217M |
| META | 1.96% | 2.24% | -0.27% | $255M |
| AAPL | 5.92% | 6.14% | -0.22% | $768M |
| AMZN | 3.12% | 3.33% | -0.21% | $404M |
| NVDA | 6.68% | 6.89% | -0.21% | $866M |
| AVGO | 2.33% | 2.49% | -0.17% | $302M |
| LLY | 1.19% | 1.35% | -0.17% | $154M |
| ORCL | 0.40% | 0.52% | -0.12% | $52M |
| V | 0.82% | 0.93% | -0.11% | $107M |
| APP | 0.18% | 0.28% | -0.10% | $23M |
| CRM | 0.25% | 0.35% | -0.10% | $32M |
| GOOGL | 2.59% | 2.69% | -0.10% | $336M |
| INTU | 0.19% | 0.29% | -0.10% | $25M |
| PLTR | 0.54% | 0.64% | -0.09% | $70M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Technology | 31.4% |
| Financial Services | 12.3% |
| Consumer Cyclical | 10.3% |
| Industrials | 10.2% |
| Healthcare | 9.6% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 59 | $7.0B | 54.0% |
| Large Cap | 655 | $4.8B | 37.3% |
| Mid Cap | 932 | $1.1B | 8.1% |
| Small Cap | 927 | $76M | 0.6% |
| Micro Cap | 342 | $98K | 0.0% |
Portfolio Analytics
Avg Market Cap
$28.8B
Median Market Cap
$2.7B
Avg P/E
33.5
Median P/E
19.7
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,916
# ETFs / Funds
0
Top Holdings (2,915 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | 6.68% | 4,967,292 | $866M | $174.40 | -$81M | -112,318 | -2.2% | |
| 2 | AAPL | 5.92% | 3,024,352 | $768M | $253.79 | -$77M | -80,413 | -2.6% | |
| 3 | MSFT | 4.40% | 1,540,464 | $570M | $370.17 | -$188M | -28,112 | -1.8% | |
| 4 | AMZN | 3.12% | 1,941,631 | $404M | $208.27 | -$54M | -43,445 | -2.2% | |
| 5 | GOOGL | 2.59% | 1,166,916 | $336M | $287.56 | -$34M | -15,163 | -1.3% | |
| 6 | AVGO | 2.33% | 975,547 | $302M | $309.51 | -$41M | -15,857 | -1.6% | |
| 7 | GOOG | 2.08% | 941,804 | $270M | $286.86 | -$28M | -8,951 | -0.9% | |
| 8 | META | 1.96% | 445,536 | $255M | $572.13 | -$53M | -20,416 | -4.4% | |
| 9 | TSLA | 1.67% | 582,776 | $217M | $371.75 | -$54M | -18,148 | -3.0% | |
| 10 | BRK-B | 1.25% | 337,358 | $162M | $479.20 | -$8M | -513 | -0.1% | |
| 11 | LLY | 1.19% | 167,306 | $154M | $919.77 | -$32M | -5,784 | -3.3% | |
| 12 | JPM | 1.11% | 490,336 | $144M | $294.16 | -$18M | -11,718 | -2.3% | |
| 13 | XONA.DE | 1.03% | 789,373 | $134M | $169.66 | $38M | -3,722 | -0.5% | |
| 14 | JNJ | 0.84% | 444,574 | $109M | $244.44 | $17M | +1,944 | +0.4% | |
| 15 | V | 0.82% | 353,727 | $107M | $302.24 | -$21M | -11,243 | -3.1% | |
| 16 | WMT | 0.78% | 815,011 | $101M | $124.28 | $10M | -7,192 | -0.9% | |
| 17 | COST | 0.72% | 93,527 | $93M | $996.43 | $10M | -2,784 | -2.9% | |
| 18 | NFLX | 0.66% | 890,536 | $86M | $96.15 | -$2M | -43,893 | -4.7% | |
| 19 | MA | 0.66% | 170,418 | $85M | $499.66 | -$16M | -6,072 | -3.4% | |
| 20 | ABBV | 0.63% | 374,211 | $81M | $217.49 | -$6M | -9,459 | -2.5% | |
| 21 | MU | 0.60% | 230,864 | $78M | $337.84 | $15M | +8,552 | +3.9% | |
| 22 | CVX | 0.57% | 355,393 | $74M | $206.90 | $19M | +466 | +0.1% | |
| 23 | PLTR | 0.54% | 480,963 | $70M | $146.28 | -$17M | -10,765 | -2.2% | |
| 24 | HD | 0.51% | 202,446 | $67M | $328.89 | -$5M | -6,613 | -3.2% | |
| 25 | AMD | 0.51% | 324,877 | $66M | $203.43 | -$6M | -10,125 | -3.0% | |
| 26 | CAT | 0.49% | 89,501 | $63M | $708.46 | $12M | -388 | -0.4% | |
| 27 | GE | 0.48% | 220,809 | $63M | $283.77 | -$8M | -7,405 | -3.2% | |
| 28 | PG | 0.47% | 422,539 | $61M | $144.44 | -$630K | -7,733 | -1.8% | |
| 29 | BAC | 0.46% | 1,219,995 | $59M | $48.75 | -$10M | -44,716 | -3.5% | |
| 30 | LRCX | 0.46% | 277,179 | $59M | $213.66 | $11M | -4,444 | -1.6% | |
| 31 | KO | 0.45% | 761,239 | $58M | $76.05 | $4M | -11,912 | -1.5% | |
| 32 | CSCO | 0.44% | 731,724 | $57M | $77.59 | $609K | +2,591 | +0.4% | |
| 33 | MRK | 0.43% | 458,630 | $55M | $120.29 | $6M | -5,486 | -1.2% | |
| 34 | AMAT | 0.42% | 159,670 | $55M | $341.79 | $13M | -2,120 | -1.3% | |
| 35 | ORCL | 0.40% | 356,819 | $52M | $147.11 | -$20M | -13,265 | -3.6% | |
| 36 | GEV | 0.39% | 57,596 | $50M | $872.91 | $11M | -2,995 | -4.9% | |
| 37 | PM | 0.37% | 290,260 | $48M | $165.34 | $2M | +2,599 | +0.9% | |
| 38 | RTX | 0.37% | 247,266 | $48M | $192.90 | $2M | -341 | -0.1% | |
| 39 | GS | 0.36% | 54,768 | $46M | $845.99 | -$3M | -1,037 | -1.9% | |
| 40 | WFC | 0.35% | 569,301 | $45M | $79.61 | -$10M | -23,442 | -4.0% | |
| 41 | UNH | 0.34% | 163,848 | $44M | $270.59 | -$12M | -8,176 | -4.8% | |
| 42 | KLAC | 0.33% | 28,812 | $42M | $1,472.41 | $7M | -555 | -1.9% | |
| 43 | LIN | 0.32% | 84,889 | $42M | $495.77 | $5M | -1,235 | -1.4% | |
| 44 | IBM | 0.32% | 172,399 | $42M | $242.39 | -$9M | -206 | -0.1% | |
| 45 | MCD | 0.31% | 130,807 | $41M | $310.79 | $197K | -1,567 | -1.2% | |
| 46 | VZ | 0.31% | 804,474 | $40M | $50.20 | $9M | +22,195 | +2.8% | |
| 47 | PEP | 0.31% | 255,852 | $40M | $155.29 | $3M | -2,059 | -0.8% | |
| 48 | T | 0.31% | 1,367,044 | $40M | $28.99 | $7M | +42,721 | +3.2% | |
| 49 | AMGN | 0.30% | 111,200 | $39M | $351.85 | $2M | -1,350 | -1.2% | |
| 50 | C | 0.29% | 327,268 | $37M | $113.41 | -$3M | -15,188 | -4.4% | |
| 51 | INTC | 0.28% | 833,921 | $37M | $44.13 | $7M | +13,283 | +1.6% | |
| 52 | MS | 0.28% | 222,716 | $37M | $164.57 | -$3M | -2,119 | -0.9% | |
| 53 | NEE | 0.28% | 385,798 | $36M | $92.88 | $5M | -3,292 | -0.8% | |
| 54 | TJX | 0.27% | 222,973 | $36M | $159.70 | $1M | -2,013 | -0.9% | |
| 55 | ISRG | 0.26% | 74,424 | $34M | $460.99 | -$9M | -2,765 | -3.6% | |
| 56 | TXN | 0.26% | 175,247 | $34M | $194.14 | $3M | -5,380 | -3.0% | |
| 57 | TMO | 0.26% | 68,447 | $34M | $491.53 | -$7M | -1,353 | -1.9% | |
| 58 | UBER | 0.26% | 464,034 | $33M | $71.93 | -$6M | -14,679 | -3.1% | |
| 59 | GILD | 0.26% | 239,216 | $33M | $139.37 | $4M | -1,050 | -0.4% | |
| 60 | ABT | 0.25% | 321,390 | $33M | $102.67 | -$7M | +294 | +0.1% | |
| 61 | APH | 0.25% | 260,001 | $33M | $126.35 | -$3M | -4,909 | -1.9% | |
| 62 | CRM | 0.25% | 170,824 | $32M | $186.67 | -$16M | -10,830 | -6.0% | |
| 63 | AXP | 0.24% | 104,481 | $32M | $302.48 | -$8M | -2,169 | -2.0% | |
| 64 | DIS | 0.24% | 325,273 | $31M | $96.38 | -$8M | -19,230 | -5.6% | |
| 65 | COP | 0.23% | 227,027 | $30M | $132.00 | $7M | -16,363 | -6.7% | |
| 66 | PFE | 0.23% | 1,049,570 | $29M | $28.08 | $3M | -18,407 | -1.7% | |
| 67 | SCHW | 0.22% | 307,738 | $29M | $93.98 | -$3M | -10,599 | -3.3% | |
| 68 | BA | 0.22% | 143,323 | $29M | $199.03 | -$3M | -1,890 | -1.3% | |
| 69 | BKNG | 0.22% | 6,772 | $29M | $4,210.28 | -$10M | -340 | -4.8% | |
| 70 | MCK | 0.22% | 32,843 | $28M | $865.36 | $6M | +5,695 | +21.0% | |
| 71 | ADI | 0.22% | 88,998 | $28M | $318.14 | $3M | -2,856 | -3.1% | |
| 72 | PANW | 0.21% | 168,945 | $27M | $160.32 | -$514K | +19,113 | +12.8% | |
| 73 | QCOM | 0.21% | 208,392 | $27M | $128.78 | -$10M | -6,513 | -3.0% | |
| 74 | UNP | 0.21% | 110,122 | $27M | $242.62 | $843K | -1,734 | -1.6% | |
| 75 | ANET | 0.21% | 217,213 | $27M | $122.78 | -$3M | -11,178 | -4.9% | |
| 76 | DE | 0.20% | 46,043 | $26M | $563.30 | $4M | -884 | -1.9% | |
| 77 | BLK | 0.20% | 26,569 | $26M | $961.72 | -$4M | -591 | -2.2% | |
| 78 | ETN | 0.19% | 70,607 | $25M | $357.67 | $2M | -1,709 | -2.4% | |
| 79 | INTU | 0.19% | 58,383 | $25M | $432.39 | -$15M | -2,306 | -3.8% | |
| 80 | WELL | 0.19% | 125,806 | $25M | $197.71 | $1M | -499 | -0.4% | |
| 81 | LOW | 0.19% | 102,790 | $24M | $236.28 | -$1M | -2,165 | -2.1% | |
| 82 | VRTX | 0.18% | 53,269 | $24M | $446.54 | -$1M | -1,851 | -3.4% | |
| 83 | LMT | 0.18% | 39,143 | $24M | $604.40 | $4M | -766 | -1.9% | |
| 84 | NEM | 0.18% | 218,148 | $24M | $108.25 | $2M | +4,881 | +2.3% | |
| 85 | SPGI | 0.18% | 55,169 | $23M | $425.35 | -$6M | -1,760 | -3.1% | |
| 86 | BMY | 0.18% | 379,144 | $23M | $60.65 | $2M | -8,892 | -2.3% | |
| 87 | NOW | 0.18% | 219,013 | $23M | $104.55 | -$12M | -7,724 | -3.4% | |
| 88 | APP | 0.18% | 57,127 | $23M | $398.01 | -$16M | +25 | +0.0% | |
| 89 | CB | 0.17% | 69,174 | $23M | $325.93 | $1M | +1,284 | +1.9% | |
| 90 | PLD | 0.17% | 169,989 | $22M | $132.18 | $444K | -2,537 | -1.5% | |
| 91 | MO | 0.17% | 336,863 | $22M | $65.99 | $4M | +25,099 | +8.1% | |
| 92 | ACN | 0.17% | 111,254 | $22M | $198.29 | -$9M | -5,074 | -4.4% | |
| 93 | PGR | 0.17% | 109,546 | $22M | $198.24 | -$3M | -1,122 | -1.0% | |
| 94 | COF | 0.17% | 118,772 | $22M | $182.43 | -$8M | -5,071 | -4.1% | |
| 95 | DHR | 0.17% | 114,051 | $22M | $189.60 | -$5M | -2,709 | -2.3% | |
| 96 | SYK | 0.16% | 64,939 | $21M | $328.59 | -$2M | -1,465 | -2.2% | |
| 97 | CVS | 0.16% | 295,868 | $21M | $71.82 | $2M | +49,651 | +20.2% | |
| 98 | PH | 0.16% | 23,352 | $21M | $895.26 | $110K | -308 | -1.3% | |
| 99 | ADBE | 0.16% | 85,969 | $21M | $243.08 | -$12M | -7,662 | -8.2% | |
| 100 | MDT | 0.16% | 238,875 | $21M | $86.65 | -$2M | +1,654 | +0.7% |