AF
Ally Financial Portfolio holdings
AUM
$885M
This Quarter Return
-1.69%
1 Year Return
+3.05%
3 Year Return
+25.92%
5 Year Return
+35.24%
10 Year Return
+35.99%
AUM
$938M
AUM Growth
+$938M
(-0.14%)
Cap. Flow
+$5.55M
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
24.55%
Holding
166
New
44
Increased
33
Reduced
20
Closed
32
Top Buys
| 1 |
Amazon
AMZN
|
$10.8M |
| 2 |
Costco
COST
|
$8.38M |
| 3 |
GE Aerospace
GE
|
$8.28M |
| 4 |
State Street
STT
|
$8M |
| 5 |
AbbVie
ABBV
|
$7.97M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$19.9M |
| 2 |
Wells Fargo
WFC
|
$13.6M |
| 3 |
Teva Pharmaceuticals
TEVA
|
$12.4M |
| 4 |
Merck
MRK
|
$11.4M |
| 5 |
Williams Companies
WMB
|
$10.2M |
Sector Composition
| 1 | Consumer Staples | 13.77% |
| 2 | Financials | 12.96% |
| 3 | Technology | 12.46% |
| 4 | Healthcare | 9.77% |
| 5 | Industrials | 9.57% |
