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
$717M
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.45M
3
+$5.06M
4
CVS icon
CVS Health
CVS
+$3.91M
5
WMT icon
Walmart
WMT
+$3.37M

Top Sells

1
+$98.6M
2
+$51.7M
3
+$17.5M
4
MSFT icon
Microsoft
MSFT
+$16.9M
5
KO icon
Coca-Cola
KO
+$16.3M

Sector Composition

1 Financials 14.69%
2 Healthcare 13.19%
3 Energy 9.38%
4 Consumer Staples 7.79%
5 Technology 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.05M 0.57%
110,000
+10,000
52
$3.91M 0.55%
+40,000
53
$3.9M 0.54%
250,000
54
$3.8M 0.53%
50,000
55
$3.73M 0.52%
25,000
56
$3.54M 0.49%
50,000
57
$3.54M 0.49%
75,000
+5,000
58
$3.45M 0.48%
35,000
59
$3.37M 0.47%
11,000
+3,000
60
$3.35M 0.47%
17,000
+2,000
61
$3.34M 0.47%
105,000
+30,000
62
$3.25M 0.45%
40,000
+10,000
63
$3.08M 0.43%
40,000
64
$2.97M 0.42%
55,000
+25,000
65
$2.77M 0.39%
18,450
66
$2.72M 0.38%
80,000
67
$2.7M 0.38%
25,000
68
$2.69M 0.38%
60,000
+5,000
69
$2.68M 0.37%
50,000
70
$2.66M 0.37%
35,000
71
$2.62M 0.37%
30,000
72
$2.56M 0.36%
25,750
73
$2.56M 0.36%
25,000
74
$2.56M 0.36%
30,000
+15,000
75
$2.53M 0.35%
35,000
1 2
3
4 5