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
$1.02B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$24.4M
3
+$15.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.7M
5
KMI icon
Kinder Morgan
KMI
+$10.4M

Top Sells

1
+$26.9M
2
+$24.8M
3
+$13.1M
4
PM icon
Philip Morris
PM
+$12.9M
5
MSFT icon
Microsoft
MSFT
+$10.8M

Sector Composition

1 Financials 9.86%
2 Healthcare 8.58%
3 Industrials 7.22%
4 Communication Services 7.12%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.03M 0.49%
90,000
52
$5.03M 0.49%
38,000
53
$5.02M 0.49%
112,000
+42,000
54
$4.89M 0.48%
70,000
55
$4.89M 0.48%
33,000
56
$4.82M 0.47%
131,000
57
$4.75M 0.46%
+60,000
58
$4.72M 0.46%
90,000
-76,000
59
$4.39M 0.43%
35,000
60
$4.16M 0.41%
140,000
61
$3.9M 0.38%
15,000
-5,000
62
$3.69M 0.36%
47,000
+21,000
63
$3.55M 0.35%
60,000
64
$3.38M 0.33%
+20,000
65
$3.25M 0.32%
30,000
66
$3.23M 0.32%
25,000
+5,000
67
$3.13M 0.31%
125,000
68
$3.08M 0.3%
16,000
69
$2.97M 0.29%
14,000
+2,000
70
$2.94M 0.29%
15,000
71
$2.93M 0.29%
10,000
72
$2.85M 0.28%
13,000
+7,000
73
$2.72M 0.27%
40,000
74
$2.62M 0.26%
44,000
+26,000
75
$2.58M 0.25%
190,000
1 2
3
4 5