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
326
$34K 0.01%
1,600
327
$34K 0.01%
343
+39
328
$33K 0.01%
400
329
$33K 0.01%
2,272
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330
$33K 0.01%
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331
$33K 0.01%
2,365
332
$32K 0.01%
475
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333
$32K 0.01%
440
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334
$32K 0.01%
3,000
335
$31K 0.01%
270
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336
$31K 0.01%
1,500
337
$30K 0.01%
370
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338
$30K 0.01%
851
339
$30K 0.01%
184
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340
$29K 0.01%
726
341
$29K 0.01%
1,228
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342
$29K 0.01%
47
343
$29K 0.01%
274
344
$29K 0.01%
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$29K 0.01%
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346
$28K 0.01%
257
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347
$28K 0.01%
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348
$28K 0.01%
909
-16,835
349
$28K 0.01%
509
350
$28K 0.01%
1,032
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12 13
14
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