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
$513M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$1.51M
3
+$1.16M
4
SHPG
Shire pic
SHPG
+$1.1M
5
MA icon
Mastercard
MA
+$1.02M

Top Sells

1
+$2.46M
2
+$2.35M
3
+$1.62M
4
COP icon
ConocoPhillips
COP
+$1.17M
5
HCA icon
HCA Healthcare
HCA
+$1.16M

Sector Composition

1 Energy 37.53%
2 Consumer Staples 4.04%
3 Healthcare 3.26%
4 Financials 2.74%
5 Technology 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$55K 0.01%
1,440
277
$54K 0.01%
844
+612
278
$53K 0.01%
+805
279
$52K 0.01%
1,100
280
$52K 0.01%
+1,000
281
$52K 0.01%
2,532
282
$52K 0.01%
4,200
283
$51K 0.01%
1,504
-256
284
$51K 0.01%
1,144
+1,023
285
$50K 0.01%
4,500
+2,000
286
$50K 0.01%
750
287
$48K 0.01%
975
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288
$48K 0.01%
1,073
+348
289
$48K 0.01%
860
290
$47K 0.01%
3,484
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291
$47K 0.01%
557
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292
$47K 0.01%
+1,440
293
$47K 0.01%
1,200
294
$46K 0.01%
1,229
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295
$46K 0.01%
2,385
296
$44K 0.01%
1,000
297
$44K 0.01%
525
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298
$43K 0.01%
5,541
+2,456
299
$43K 0.01%
392
+79
300
$42K 0.01%
2,218
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