KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.43M
3
+$2.65M
4
CVX icon
Chevron
CVX
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.37M

Top Sells

1
+$3.95M
2
+$965K
3
+$946K
4
FET icon
Forum Energy Technologies
FET
+$538K
5
PAA icon
Plains All American Pipeline
PAA
+$521K

Sector Composition

1 Energy 45.97%
2 Healthcare 4.18%
3 Consumer Staples 3.19%
4 Industrials 2.99%
5 Financials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$87K 0.02%
+6,750
252
$84K 0.02%
+2,852
253
$84K 0.02%
+1,150
254
$83K 0.02%
+1,000
255
$82K 0.02%
+2,326
256
$82K 0.02%
+650
257
$82K 0.02%
+7
258
$81K 0.02%
+5,250
259
$81K 0.02%
1,964
-3,250
260
$81K 0.02%
+1,139
261
$79K 0.02%
+4,000
262
$79K 0.02%
+2,000
263
$79K 0.02%
+1,875
264
$79K 0.02%
+1,000
265
$78K 0.02%
+10,000
266
$75K 0.02%
+1,070
267
$75K 0.02%
+9,914
268
$74K 0.01%
+4,779
269
$72K 0.01%
+1,000
270
$72K 0.01%
+689
271
$72K 0.01%
+1,260
272
$71K 0.01%
+5,559
273
$69K 0.01%
+745
274
$69K 0.01%
+2,000
275
$68K 0.01%
+4,137
9 10
11
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