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
$570M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$11M
3
+$5.53M
4
KO icon
Coca-Cola
KO
+$2.75M
5
GE icon
GE Aerospace
GE
+$2.52M

Top Sells

1
+$15.7M
2
+$14.1M
3
+$10.9M
4
CSCO icon
Cisco
CSCO
+$9.47M
5
MSFT icon
Microsoft
MSFT
+$8.93M

Sector Composition

1 Financials 14.62%
2 Energy 11.36%
3 Healthcare 10.99%
4 Technology 9.74%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 0.86%
55,000
+15,000
27
$4.89M 0.86%
123,420
28
$4.84M 0.85%
50,000
29
$4.81M 0.84%
150,000
-50,000
30
$4.78M 0.84%
335,000
31
$4.72M 0.83%
60,000
32
$4.69M 0.82%
15,000
33
$4.6M 0.81%
190,000
34
$4.54M 0.8%
62,500
35
$4.11M 0.72%
75,000
36
$4.1M 0.72%
65,000
-50,000
37
$4.09M 0.72%
40,000
+5,000
38
$3.99M 0.7%
40,000
39
$3.91M 0.69%
110,000
40
$3.63M 0.64%
45,000
41
$3.59M 0.63%
80,000
42
$3.53M 0.62%
50,000
43
$3.46M 0.61%
15,000
44
$3.33M 0.59%
20,000
45
$3.31M 0.58%
70,000
-45,000
46
$3.29M 0.58%
25,000
47
$3.24M 0.57%
85,000
+10,000
48
$3.19M 0.56%
50,000
49
$3.02M 0.53%
25,000
50
$2.9M 0.51%
30,000
-30,000
1
2
3 4 5