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
76
$2.58M 0.25%
465,000
77
$2.55M 0.25%
12,000
78
$2.5M 0.24%
+13,000
79
$2.47M 0.24%
40,000
+15,000
80
$2.45M 0.24%
11,000
-29,000
81
$2.43M 0.24%
+20,000
82
$2.43M 0.24%
7,000
-17,000
83
$2.42M 0.24%
50,000
84
$2.4M 0.23%
12,000
+7,000
85
$2.39M 0.23%
25,000
86
$2.37M 0.23%
55,000
-304,000
87
$2.35M 0.23%
35,000
+20,000
88
$2.25M 0.22%
+10,000
89
$2.17M 0.21%
9,000
90
$2.08M 0.2%
12,000
91
$2.07M 0.2%
152,991
92
$2.03M 0.2%
+14,000
93
$2.02M 0.2%
100,000
94
$2.02M 0.2%
35,000
95
$1.96M 0.19%
22,000
96
$1.78M 0.17%
60,000
97
$1.7M 0.17%
20,000
+14,000
98
$1.68M 0.16%
10,000
99
$1.64M 0.16%
+28,000
100
$1.61M 0.16%
680
2 3
4
5 6