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
$850M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.35M
3
+$5.2M
4
BAC icon
Bank of America
BAC
+$5M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.85M

Top Sells

1
+$13.5M
2
+$10.8M
3
+$10.7M
4
INTC icon
Intel
INTC
+$9.42M
5
CHRW icon
C.H. Robinson
CHRW
+$8.22M

Sector Composition

1 Financials 15.38%
2 Consumer Staples 12.5%
3 Technology 12.11%
4 Healthcare 11.33%
5 Consumer Discretionary 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10M 1.18%
60,000
27
$8.64M 1.02%
75,000
28
$8.34M 0.98%
48,116
-40,794
29
$8.08M 0.95%
250,000
+82,000
30
$8.08M 0.95%
111,230
31
$7.92M 0.93%
100,000
32
$7.87M 0.93%
148,783
33
$7.74M 0.91%
115,000
34
$7.63M 0.9%
110,000
+75,000
35
$7.51M 0.88%
356,400
+137,808
36
$7.5M 0.88%
185,000
+55,000
37
$7.44M 0.88%
83,913
38
$7.05M 0.83%
85,000
+25,000
39
$6.95M 0.82%
140,250
+61,710
40
$6.68M 0.79%
190,000
41
$6.5M 0.76%
190,000
+70,000
42
$6.06M 0.71%
90,000
+50,000
43
$5.9M 0.69%
112,000
+56,000
44
$5.88M 0.69%
80,000
+15,000
45
$5.87M 0.69%
200,200
46
$5.79M 0.68%
75,000
47
$5.78M 0.68%
147,280
48
$5.78M 0.68%
100,000
49
$5.74M 0.68%
90,000
50
$5.73M 0.67%
105,000
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