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
51
$2.89M 0.51%
25,000
52
$2.87M 0.5%
40,000
53
$2.85M 0.5%
45,000
54
$2.83M 0.5%
16,000
+2,500
55
$2.75M 0.48%
65,000
56
$2.75M 0.48%
270,000
57
$2.7M 0.47%
12,000
58
$2.63M 0.46%
60,000
59
$2.61M 0.46%
25,000
60
$2.59M 0.45%
45,000
-155,000
61
$2.59M 0.45%
45,000
62
$2.52M 0.44%
+17,736
63
$2.4M 0.42%
35,000
64
$2.36M 0.41%
55,000
-115,000
65
$2.34M 0.41%
50,000
66
$2.33M 0.41%
35,000
67
$2.19M 0.38%
12,000
68
$2.17M 0.38%
+30,000
69
$2.15M 0.38%
80,000
70
$2.03M 0.36%
65,000
71
$2.02M 0.36%
20,000
72
$1.99M 0.35%
45,000
73
$1.94M 0.34%
50,000
74
$1.9M 0.33%
35,000
75
$1.87M 0.33%
155,000
1 2
3
4 5