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
51
$3.43M 0.65%
50,000
52
$3.42M 0.65%
8,000
53
$3.38M 0.64%
80,000
+10,000
54
$3.36M 0.64%
24,000
55
$3.35M 0.64%
30,000
56
$3.28M 0.62%
68,000
57
$3.06M 0.58%
72,000
58
$3.05M 0.58%
+65,000
59
$2.96M 0.56%
65,000
+25,000
60
$2.93M 0.56%
20,000
61
$2.76M 0.53%
26,000
62
$2.74M 0.52%
25,000
+5,000
63
$2.69M 0.51%
600,000
64
$2.67M 0.51%
10,000
+5,000
65
$2.64M 0.5%
28,000
66
$2.61M 0.5%
60,000
67
$2.52M 0.48%
50,000
68
$2.5M 0.48%
+31,440
69
$2.46M 0.47%
27,000
+16,000
70
$2.45M 0.47%
20,000
71
$2.44M 0.46%
75,000
+15,000
72
$2.41M 0.46%
85,000
73
$2.4M 0.46%
80,000
-70,000
74
$2.37M 0.45%
14,000
+6,000
75
$2.25M 0.43%
200,000
1 2
3
4 5