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
326
$38K 0.01%
+1,000
327
$37K 0.01%
+520
328
$37K 0.01%
+1,100
329
$36K 0.01%
+400
330
$36K 0.01%
+555
331
$36K 0.01%
+711
332
$35K 0.01%
+3,902
333
$35K 0.01%
+300
334
$35K 0.01%
+531
335
$35K 0.01%
10,000
336
$35K 0.01%
+63
337
$34K 0.01%
+337
338
$33K 0.01%
+574
339
$33K 0.01%
+1,735
340
$32K 0.01%
+1,100
341
$32K 0.01%
+444
342
$31K 0.01%
+800
343
$30K 0.01%
+726
344
$29K 0.01%
+1,518
345
$28K 0.01%
+1,535
346
$28K 0.01%
+640
347
$28K 0.01%
+1,000
348
$28K 0.01%
+850
349
$27K 0.01%
+135
350
$27K 0.01%
+2,365
12 13
14
15 16