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
$608M
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$40.3M
2 +$26.2M
3 +$7.5M
4
HON icon
Honeywell
HON
+$3.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.39M

Top Sells

1 +$389M
2 +$27.3M
3 +$15.1M
4
META icon
Meta Platforms (Facebook)
META
+$11M
5
MSFT icon
Microsoft
MSFT
+$10.7M

Sector Composition

1 Financials 12.9%
2 Healthcare 10.84%
3 Industrials 9.95%
4 Communication Services 7.8%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-20,000
127
-18,000
128
-260,000
129
-21,000
130
-78,000
131
-25,000
132
-66,000