Amalgamated Financial Corp.

FundStock

CIK 0001823608 · Q1 2022

13F Equity AUM

$12.6B

Positions

2,947

AUM Rank

—

Skill Alpha (FF)

—

Building track record (1q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 17.7%Top 10: 24.3%Top 20: 31.8%

AAPL5.8%

MSFT5.0%

AMZN3.1%

TSLA1.9%

GOOGL1.8%

GOOG1.7%

NVDA1.4%

BRK/B1.4%

META1.1%

JNJ1.0%

Others (2937)75.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology23.8%

Financial Services13.1%

Healthcare12.9%

Consumer Cyclical11.9%

Industrials9.4%

Communication Services8.0%

Consumer Defensive5.7%

Energy4.1%

Other11.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2947Median: 0.00%Avg: 0.03%

0–0.5%

2920(64.5%)

0.5–1%

16(10.2%)

1–3%

8(11.4%)

3–5%

1(3.1%)

5%+

2(10.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 2,645Unique: 302vs 20 funds

63.8%High

2,947

Fund positions

3,844

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 3 benchmark funds with highest portfolio overlap (Jaccard similarity)

PARAMETRIC PORTFOLIO ASSOCIATES LLC

67.9%

EATON VANCE MANAGEMENT

39.7%

Cheyne Capital Management (UK) LLP

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2991Increased0Decreased0Exited0

New Positions

AAPL5.8%

+4.2M

MSFT5.0%

+2.0M

AMZN3.1%

+120K

TSLA1.9%

+222K

GOOGL1.8%

+82K

GOOG1.7%

+76K

NVDA1.4%

+654K

BRK/B1.4%

+495K

META1.1%

+644K

UNH1.0%

+251K

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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