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
$891M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$28.6M
2 +$25.2M
3 +$16.9M
4
AAPL icon
Apple
AAPL
+$7.77M
5
JPM icon
JPMorgan Chase
JPM
+$5.64M

Top Sells

1 +$15.8M
2 +$15M
3 +$6.15M
4
MMM icon
3M
MMM
+$5.87M
5
KO icon
Coca-Cola
KO
+$5.79M

Sector Composition

1 Technology 10.85%
2 Healthcare 10.48%
3 Communication Services 8.05%
4 Industrials 5.95%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UPS icon
26
United Parcel Service
UPS
$81.7B
$6.6M 0.74%
60,000
BUD icon
27
AB InBev
BUD
$121B
$6.46M 0.73%
105,000
HON icon
28
Honeywell
HON
$136B
$6.35M 0.71%
30,000
BAC icon
29
Bank of America
BAC
$388B
$6.26M 0.7%
150,000
+104,000
PYPL icon
30
PayPal
PYPL
$68.7B
$6.13M 0.69%
94,000
AMT icon
31
American Tower
AMT
$85.6B
$5.88M 0.66%
27,000
+9,000
JPM icon
32
JPMorgan Chase
JPM
$831B
$5.64M 0.63%
+23,000
ELV icon
33
Elevance Health
ELV
$75.4B
$5.22M 0.59%
12,000
TSLA icon
34
Tesla
TSLA
$1.53T
$5.18M 0.58%
+20,000
DHR icon
35
Danaher
DHR
$153B
$5.13M 0.58%
25,000
+10,000
AVGO icon
36
Broadcom
AVGO
$1.76T
$4.69M 0.53%
+28,000
CAG icon
37
Conagra Brands
CAG
$8.65B
$4.64M 0.52%
174,000
TMO icon
38
Thermo Fisher Scientific
TMO
$211B
$4.48M 0.5%
9,000
+1,000
SLB icon
39
SLB Ltd
SLB
$53.6B
$4.39M 0.49%
105,000
AMD icon
40
Advanced Micro Devices
AMD
$419B
$4.32M 0.48%
42,000
+14,000
HUM icon
41
Humana
HUM
$35.5B
$4.23M 0.48%
16,000
UBER icon
42
Uber
UBER
$199B
$4.08M 0.46%
56,000
KHC icon
43
Kraft Heinz
KHC
$30.2B
$3.99M 0.45%
131,000
TGT icon
44
Target
TGT
$44.1B
$3.97M 0.45%
38,000
+16,000
USB icon
45
US Bancorp
USB
$73.6B
$3.84M 0.43%
91,000
+10,000
BF.B icon
46
Brown-Forman Class B
BF.B
$13.3B
$3.84M 0.43%
113,000
BDX icon
47
Becton Dickinson
BDX
$52.8B
$3.66M 0.41%
16,000
MDLZ icon
48
Mondelez International
MDLZ
$77.9B
$3.6M 0.4%
53,000
JBHT icon
49
JB Hunt Transport Services
JBHT
$15.9B
$3.55M 0.4%
24,000
+2,000
BAX icon
50
Baxter International
BAX
$11.7B
$3.53M 0.4%
103,000