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
276
$68K 0.01%
+1,191
277
$67K 0.01%
+2,100
278
$67K 0.01%
+1,140
279
$66K 0.01%
+1,175
280
$65K 0.01%
+1,300
281
$64K 0.01%
+2,105
282
$63K 0.01%
+5,760
283
$63K 0.01%
+2,365
284
$63K 0.01%
+1,325
285
$59K 0.01%
+719
286
$59K 0.01%
+1,700
287
$59K 0.01%
+3,329
288
$59K 0.01%
+5,977
289
$59K 0.01%
+2,100
290
$59K 0.01%
+840
291
$58K 0.01%
+1,550
292
$57K 0.01%
+2,800
293
$57K 0.01%
+600
294
$56K 0.01%
+7,587
295
$56K 0.01%
+2,150
296
$54K 0.01%
+530
297
$54K 0.01%
+440
298
$53K 0.01%
+1,469
299
$52K 0.01%
+2,385
300
$51K 0.01%
+1,100
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