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
$937M
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$389M
2 +$11M
3 +$8.46M
4
MSFT icon
Microsoft
MSFT
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$5.99M

Top Sells

1 +$26M
2 +$11.3M
3 +$5.64M
4
D icon
Dominion Energy
D
+$4.97M
5
DUK icon
Duke Energy
DUK
+$4.85M

Sector Composition

1 Healthcare 7.87%
2 Communication Services 7.47%
3 Financials 6.19%
4 Consumer Discretionary 6.01%
5 Technology 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,000
127
-50,000
128
-50,000
129
-30,000
130
-60,000
131
-310,000
132
-12,000
133
-200,000
134
-95,000