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
51
$5.96M 0.64%
120,000
52
$5.89M 0.63%
147,280
53
$5.89M 0.63%
100,000
54
$5.79M 0.62%
135,000
55
$5.74M 0.61%
155,000
-80,000
56
$5.73M 0.61%
200,200
+108,680
57
$5.63M 0.6%
75,000
58
$5.58M 0.6%
123,056
59
$5.54M 0.59%
+90,000
60
$5.43M 0.58%
+47,840
61
$5.42M 0.58%
100,000
-65,000
62
$5.41M 0.58%
+100,000
63
$5.35M 0.57%
65,000
64
$5.32M 0.57%
130,000
-215,000
65
$5.31M 0.57%
85,000
66
$5.25M 0.56%
105,000
+35,000
67
$5.24M 0.56%
168,000
+73,000
68
$5.19M 0.55%
+80,000
69
$5.13M 0.55%
105,000
+65,000
70
$5.08M 0.54%
218,592
-125,928
71
$5.08M 0.54%
+60,000
72
$5.06M 0.54%
+52,000
73
$5.05M 0.54%
235,000
74
$5.02M 0.53%
75,000
+20,000
75
$4.99M 0.53%
+145,000
1 2
3
4 5