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
$1.09B
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$14M
3 +$10.4M
4
PM icon
Philip Morris
PM
+$9.97M
5
MA icon
Mastercard
MA
+$8.62M

Top Sells

1 +$12.3M
2 +$11.2M
3 +$9.9M
4
PG icon
Procter & Gamble
PG
+$8.11M
5
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$7.25M

Sector Composition

1 Financials 11.51%
2 Communication Services 7.83%
3 Industrials 7.64%
4 Healthcare 6.89%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-30,000
127
-58,000
128
-25,000
129
-47,000
130
-15,000
131
-75,000