AF

Ally Financial Portfolio holdings

AUM $885M
1-Year Est. Return 3.05%
This Quarter Est. Return
1 Year Est. Return
+3.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$938M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.38M
3
+$8.28M
4
STT icon
State Street
STT
+$8M
5
ABBV icon
AbbVie
ABBV
+$7.97M

Top Sells

1
+$19.9M
2
+$13.6M
3
+$12.4M
4
MRK icon
Merck
MRK
+$11.4M
5
WMB icon
Williams Companies
WMB
+$10.2M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.96%
3 Technology 12.46%
4 Healthcare 9.77%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.11%
445,000
27
$10.4M 1.11%
380,000
28
$10.3M 1.1%
105,000
-40,000
29
$10M 1.07%
400,000
30
$9.83M 1.05%
60,000
+15,000
31
$8.38M 0.89%
+75,000
32
$8.22M 0.88%
157,000
33
$8.19M 0.87%
100,000
34
$8.18M 0.87%
111,230
35
$8.03M 0.86%
315,000
+120,000
36
$8M 0.85%
+115,000
37
$7.97M 0.85%
+155,000
38
$7.91M 0.84%
100,000
39
$7.89M 0.84%
100,000
+30,000
40
$7.84M 0.84%
80,000
41
$7.71M 0.82%
210,000
+160,000
42
$7.66M 0.82%
141,480
-209,600
43
$7.64M 0.81%
620,000
44
$7.6M 0.81%
+130,000
45
$7.5M 0.8%
148,783
+52,074
46
$7.42M 0.79%
83,913
+10,489
47
$7.08M 0.75%
225,000
48
$6.32M 0.67%
25,000
+5,000
49
$6.26M 0.67%
55,000
50
$6.07M 0.65%
190,000
+110,000
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