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
$621M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12M
3
+$5.13M
4
WMT icon
Walmart
WMT
+$4.2M
5
INTC icon
Intel
INTC
+$3.21M

Top Sells

1
+$40.3M
2
+$7.5M
3
+$7.01M
4
MCD icon
McDonald's
MCD
+$4.61M
5
UPS icon
United Parcel Service
UPS
+$3.78M

Sector Composition

1 Healthcare 11.65%
2 Financials 11.6%
3 Communication Services 9.62%
4 Industrials 8.62%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.1M 12.08%
1,835,000
2
$35.9M 5.77%
440,000
3
$20.1M 3.24%
465,000
4
$15.4M 2.48%
195,000
5
$15M 2.41%
+185,000
6
$14.9M 2.39%
250,000
7
$14.8M 2.39%
400,000
8
$12M 1.93%
+80,000
9
$11.6M 1.86%
70,000
+15,000
10
$11.2M 1.8%
90,000
+20,000
11
$11.1M 1.78%
125,000
+30,000
12
$11M 1.77%
509,740
13
$10.5M 1.68%
300,390
14
$9.63M 1.55%
100,000
+24,000
15
$9.11M 1.47%
250,000
16
$8.61M 1.39%
68,000
17
$8.58M 1.38%
250,000
18
$8.31M 1.34%
140,000
19
$8.23M 1.32%
50,000
+10,000
20
$8.2M 1.32%
166,000
21
$8M 1.29%
40,000
22
$7.99M 1.29%
340,000
23
$7.63M 1.23%
96,416
24
$7.48M 1.2%
24,000
25
$7.34M 1.18%
102,000
1
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