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
$621M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12M
3
+$5.13M
4
WMT icon
Walmart
WMT
+$4.2M
5
INTC icon
Intel
INTC
+$3.21M

Top Sells

1
+$40.3M
2
+$7.5M
3
+$7.01M
4
MCD icon
McDonald's
MCD
+$4.61M
5
UPS icon
United Parcel Service
UPS
+$3.78M

Sector Composition

1 Healthcare 11.65%
2 Financials 11.6%
3 Communication Services 9.62%
4 Industrials 8.62%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.2M 0.68%
+90,000
52
$4.15M 0.67%
70,000
53
$3.95M 0.64%
110,000
54
$3.92M 0.63%
131,000
55
$3.78M 0.61%
110,000
56
$3.64M 0.59%
35,000
57
$3.62M 0.58%
60,000
+46,000
58
$3.6M 0.58%
26,000
59
$3.57M 0.57%
25,000
60
$3.53M 0.57%
30,000
61
$3.33M 0.54%
500,000
62
$3.16M 0.51%
55,000
63
$3.15M 0.51%
+15,000
64
$3.15M 0.51%
16,000
65
$3.15M 0.51%
+20,000
66
$3.13M 0.5%
30,000
67
$3.01M 0.48%
30,000
68
$2.85M 0.46%
140,000
69
$2.85M 0.46%
78,000
70
$2.78M 0.45%
20,000
71
$2.68M 0.43%
7,000
72
$2.62M 0.42%
95,000
73
$2.33M 0.38%
65,000
74
$2.28M 0.37%
25,000
75
$2.24M 0.36%
15,000
1 2
3
4 5