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
126
-105,000
127
-25,000
128
-1,061,000
129
-8,000
130
-5,000
131
-4,000
132
-20,000
133
-135,000
134
-4,000