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
101
$2.84M 0.3%
+90,000
102
$2.81M 0.3%
+24,600
103
$2.8M 0.3%
+14,000
104
$2.78M 0.3%
11,000
+3,000
105
$2.77M 0.3%
26,000
106
$2.75M 0.29%
+25,000
107
$2.71M 0.29%
+22,000
108
$2.7M 0.29%
+30,000
109
$2.67M 0.28%
+40,000
110
$2.67M 0.28%
35,600
+20,600
111
$2.65M 0.28%
+20,000
112
$2.63M 0.28%
35,000
-85,000
113
$2.62M 0.28%
+35,000
114
$2.62M 0.28%
+70,000
115
$2.61M 0.28%
+38,000
116
$2.61M 0.28%
+60,000
117
$2.6M 0.28%
+33,000
118
$2.6M 0.28%
210,000
+150,000
119
$2.58M 0.28%
+30,000
120
$2.58M 0.27%
+35,000
121
$2.55M 0.27%
70,000
122
$2.52M 0.27%
+42,000
123
$2.5M 0.27%
+45,000
124
$2.49M 0.27%
+35,000
125
$2.41M 0.26%
15,000
3 4
5
6 7