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
$1.02B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$24.4M
3
+$15.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.7M
5
KMI icon
Kinder Morgan
KMI
+$10.4M

Top Sells

1
+$26.9M
2
+$24.8M
3
+$13.1M
4
PM icon
Philip Morris
PM
+$12.9M
5
MSFT icon
Microsoft
MSFT
+$10.8M

Sector Composition

1 Financials 9.86%
2 Healthcare 8.58%
3 Industrials 7.22%
4 Communication Services 7.12%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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130
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135
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136
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-10,000
137
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