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
$525M
AUM Growth
-$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.81M
3
+$3.62M
4
MSFT icon
Microsoft
MSFT
+$3.54M
5
KO icon
Coca-Cola
KO
+$3.05M

Top Sells

1
+$265M
2
+$19.1M
3
+$10.1M
4
ORCL icon
Oracle
ORCL
+$4.74M
5
MDLZ icon
Mondelez International
MDLZ
+$3M

Sector Composition

1 Financials 14.37%
2 Technology 12.24%
3 Communication Services 11.76%
4 Healthcare 10.13%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.66M 1.08%
105,000
27
$5.59M 1.07%
50,000
+5,000
28
$5.51M 1.05%
60,000
29
$5.44M 1.04%
30,000
+6,000
30
$5.32M 1.01%
90,000
+50,000
31
$4.95M 0.94%
20,000
+5,000
32
$4.66M 0.89%
46,000
33
$4.64M 0.88%
140,000
34
$4.61M 0.88%
70,000
35
$4.55M 0.87%
165,000
36
$4.55M 0.87%
70,000
37
$4.51M 0.86%
55,615
38
$4.39M 0.84%
500,000
39
$4.28M 0.82%
131,000
+20,000
40
$4.09M 0.78%
95,000
41
$3.84M 0.73%
2,200
+550
42
$3.84M 0.73%
20,000
43
$3.81M 0.73%
+10,000
44
$3.79M 0.72%
23,000
45
$3.74M 0.71%
21,528
46
$3.73M 0.71%
34,697
+4,957
47
$3.56M 0.68%
35,000
+2,000
48
$3.55M 0.68%
57,000
49
$3.51M 0.67%
30,000
50
$3.48M 0.66%
55,000
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