AF
Ally Financial Portfolio holdings
AUM
$885M
1-Year Est. Return
3.05%
1 Year Est. Return
+3.05%
AUM
$891M
AUM Growth
+$71.2M
(+8.7%)
Holding
121
Top Buys
| 1 | +$28.6M | |
| 2 | +$25.2M | |
| 3 | +$16.9M | |
| 4 |
Apple
AAPL
|
+$7.77M |
| 5 |
JPMorgan Chase
JPM
|
+$5.64M |
Top Sells
| 1 | +$15.8M | |
| 2 | +$15M | |
| 3 | +$6.15M | |
| 4 |
3M
MMM
|
+$5.87M |
| 5 |
Coca-Cola
KO
|
+$5.79M |
Sector Composition
| 1 | Technology | 10.85% |
| 2 | Healthcare | 10.48% |
| 3 | Communication Services | 8.05% |
| 4 | Industrials | 5.95% |
| 5 | Consumer Discretionary | 5.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Lowe's Companies
LOW
$137B
| $933K | 0.1% |
4,000
|
|
||
102
Microchip Technology
MCHP
$34.3B
| $920K | 0.1% |
19,000
|
|
||
103
Constellation Brands
STZ
$23.5B
| $918K | 0.1% |
5,000
+1,000
|
|
||
104
Marvell Technology
MRVL
$76.3B
| $862K | 0.1% |
+14,000
|
|
||
105
Elanco Animal Health
ELAN
$11B
| $830K | 0.09% |
79,000
|
|
||
106
Under Armour
UAA
$2.02B
| $625K | 0.07% |
100,000
|
|
||
107
Dollar General
DG
$22.4B
| $616K | 0.07% |
7,000
|
|
||
108
NOV
NOV
$5.55B
| $381K | 0.04% |
25,000
|
|
||
109
AbbVie
ABBV
$402B
| – | – |
-20,000
|
|
||
110
Abbott
ABT
$220B
| – | – |
-34,000
|
|
||
111
American International
AIG
$43.4B
| – | – |
-20,000
|
|
||
112
Alignment Healthcare
ALHC
$3.57B
| – | – |
-151,302
|
|
||
113
Amgen
AMGN
$157B
| – | – |
-4,000
|
|
||
114
Bristol-Myers Squibb
BMY
$87.2B
| – | – |
-41,000
|
|
||
115
Berkshire Hathaway Class B
BRK.B
$1.04T
| – | – |
-5,000
|
|
||
116
Johnson & Johnson
JNJ
$450B
| – | – |
-104,000
|
|
||
|
117
Coca-Cola
KO
$302B
| – | – |
-93,000
|
|
||
118
Medtronic
MDT
$120B
| – | – |
-77,000
|
|
||
119
VanEck Semiconductor ETF
SMH
$36.9B
| – | – |
-21,000
|
|
||
120
AT&T
T
$183B
| – | – |
-695,000
|
|