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
$938M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.38M
3
+$8.28M
4
STT icon
State Street
STT
+$8M
5
ABBV icon
AbbVie
ABBV
+$7.97M

Top Sells

1
+$19.9M
2
+$13.6M
3
+$12.4M
4
MRK icon
Merck
MRK
+$11.4M
5
WMB icon
Williams Companies
WMB
+$10.2M

Sector Composition

1 Consumer Staples 13.77%
2 Financials 12.96%
3 Technology 12.46%
4 Healthcare 9.77%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.94M 0.53%
+116,000
77
$4.86M 0.52%
+65,000
78
$4.83M 0.51%
189,350
79
$4.72M 0.5%
+15,000
80
$4.36M 0.46%
110,000
81
$4.25M 0.45%
60,000
-25,000
82
$3.86M 0.41%
+50,000
83
$3.85M 0.41%
100,000
-50,000
84
$3.7M 0.39%
78,540
-95,370
85
$3.69M 0.39%
+100,000
86
$3.55M 0.38%
70,000
+25,000
87
$3.53M 0.38%
+100,000
88
$3.5M 0.37%
49,905
89
$3.45M 0.37%
75,348
90
$3.44M 0.37%
95,000
91
$3.41M 0.36%
105,000
92
$3.31M 0.35%
+145,000
93
$3.19M 0.34%
55,000
+5,000
94
$3.14M 0.33%
32,000
95
$3.14M 0.33%
+50,064
96
$3.12M 0.33%
200,000
+100,000
97
$3.07M 0.33%
+44,000
98
$3.02M 0.32%
56,000
-4,000
99
$2.97M 0.32%
+35,000
100
$2.94M 0.31%
50,000
+20,000
2 3
4
5 6