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
76
$2.18M 0.42%
465,000
77
$2.11M 0.4%
100,000
78
$2.05M 0.39%
45,000
79
$1.9M 0.36%
12,000
-8,000
80
$1.82M 0.35%
10,000
+2,000
81
$1.73M 0.33%
50,000
82
$1.71M 0.33%
36,000
83
$1.7M 0.32%
7,000
+2,000
84
$1.59M 0.3%
13,000
85
$1.5M 0.29%
5,000
86
$1.42M 0.27%
45,000
87
$1.39M 0.26%
35,000
+15,000
88
$1.35M 0.26%
10,000
89
$1.35M 0.26%
5,000
90
$1.25M 0.24%
5,125
91
$1.21M 0.23%
15,000
92
$1.21M 0.23%
75,000
93
$1.19M 0.23%
23,000
94
$1.11M 0.21%
30,000
95
$1.06M 0.2%
13,000
96
$1.05M 0.2%
+6,000
97
$913K 0.17%
18,000
+3,000
98
$806K 0.15%
10,000
99
$756K 0.14%
32,000
100
$722K 0.14%
15,000
2 3
4
5 6