Titelia

Holdings of AMG Boston Common Global Impact Fund

AMG Funds I · 61 declared positions · as of Mar 31, 2026

Original filing · Net assets 548.7M $ · Ten largest lines: 32.6 % of the equity sleeve

Sector breakdown

  • Technology 23.5 %
  • Communication 10.7 %
  • Financials 7.3 %
  • Health care 6.8 %
  • Industrials 5.1 %
  • Materials 2.6 %
  • Consumer staples 2.1 %
  • Unattributed 42.0 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 60.1 %
  • EUR 13.9 %
  • JPY 8.1 %
  • KRW 4.9 %
  • HKD 4.4 %
  • GBP 4.0 %
  • SGD 1.9 %
  • TWD 1.7 %
  • HUF 1.1 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 53.8 %
  • JP 8.1 %
  • TW 6.2 %
  • KR 4.9 %
  • GB 4.9 %
  • DE 4.4 %
  • HK 4.4 %
  • FR 3.6 %
  • IT 3.4 %
  • SG 2.8 %
  • NL 1.5 %
  • HU 1.1 %
  • Other countries 0.9 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US32285.7M $53.77 %
JP643M $8.09 %
TW232.9M $6.20 %
KR226.2M $4.94 %
GB425.9M $4.87 %
DE323.6M $4.44 %
HK323.3M $4.38 %
FR219M $3.58 %
IT218.1M $3.40 %
SG214.8M $2.79 %
NL18.2M $1.54 %
HU15.9M $1.12 %

Positions

CompanySharesValue (USD)Weight
NVIDIA Corp 153,13526.7M $4.87 %
Alphabet Inc 88,18225.4M $4.62 %
Taiwan Semiconductor Manufacturing Co Ltd 71,28824.1M $4.39 %
Samsung Electronics Co Ltd 158,18118.5M $3.37 %
Microsoft Corp 46,96017.4M $3.17 %
Apple Inc 65,51016.6M $3.03 %
Netflix Inc 130,85012.6M $2.29 %
Broadcom Inc 36,59711.3M $2.06 %
Merck & Co Inc 85,44310.3M $1.87 %
Chubb Ltd 31,52010.3M $1.87 %
Visa Inc 33,97510.3M $1.87 %
Deutsche Telekom AG 271,50010.1M $1.85 %
Singapore Telecommunications Ltd 2,632,60010.1M $1.84 %
Vertiv Holdings Co 40,01910M $1.83 %
Prysmian SpA 84,75210M $1.82 %
Veolia Environnement SA 261,0859.9M $1.81 %
Mitsubishi UFJ Financial Group Inc 580,8009.8M $1.79 %
SSE PLC 274,7309.5M $1.73 %
Ping An Insurance Group Co of China Ltd 1,226,0009.4M $1.72 %
Schneider Electric SE 33,3769.1M $1.66 %
Accton Technology Corp 179,2108.8M $1.61 %
Mitsubishi Electric Corp 268,5008.8M $1.60 %
HA Sustainable Infrastructure Capital Inc 235,0238.6M $1.57 %
Morgan Stanley 52,0958.6M $1.56 %
Contemporary Amperex Technology Co Ltd 107,0308.5M $1.55 %
ASM International NV 10,8308.2M $1.50 %
ORIX Corp 273,7508.1M $1.48 %
Intesa Sanpaolo SpA 1,335,9678.1M $1.47 %
Siemens AG 32,0907.8M $1.42 %
HD Hyundai Electric Co Ltd 13,6407.7M $1.41 %
Gilead Sciences Inc 55,0907.7M $1.40 %
Westinghouse Air Brake Technologies Corp 30,3897.6M $1.38 %
CRH PLC 71,8137.5M $1.38 %
Steel Dynamics Inc 40,0567.2M $1.31 %
Xylem Inc/NY 56,8046.8M $1.24 %
Hoya Corp 37,3706.5M $1.18 %
AstraZeneca PLC 32,6506.4M $1.16 %
Kurita Water Industries Ltd 130,7006.3M $1.14 %
Hubbell Inc 12,6906.2M $1.13 %
Quest Diagnostics Inc 31,7196.2M $1.13 %
Ecolab Inc 22,8606.1M $1.11 %
Danaher Corp 31,9746.1M $1.10 %
Colgate-Palmolive Co 71,0756.1M $1.10 %
OTP Bank Nyrt 55,3665.9M $1.08 %
American Water Works Co Inc 41,4955.6M $1.03 %
Eli Lilly & Co 6,1325.6M $1.03 %
Hannover Rueck SE 17,9165.6M $1.03 %
Edwards Lifesciences Corp 69,9935.6M $1.02 %
Applied Materials Inc 15,8315.4M $0.99 %
Tencent Holdings Ltd 84,6005.3M $0.97 %
Spotify Technology SA 10,8785.3M $0.96 %
Sprouts Farmers Market Inc 66,7575.1M $0.94 %
Standard Chartered PLC 245,2805.1M $0.93 %
Unilever PLC 86,8444.9M $0.89 %
Salesforce Inc 25,7174.8M $0.87 %
Trip.com Group Ltd 94,6054.7M $0.86 %
HDFC Bank Ltd 187,3344.7M $0.85 %
First Solar Inc 22,7404.5M $0.82 %
eBay Inc 49,0764.5M $0.81 %
CBRE Group Inc 27,3903.7M $0.68 %
Sony Group Corp 168,2003.5M $0.64 %