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
351
$28K 0.01%
2,000
352
$27K 0.01%
652
-1,249
353
$27K 0.01%
546
354
$27K 0.01%
+2,349
355
$26K 0.01%
199
+44
356
$26K 0.01%
210
357
$26K 0.01%
355
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358
$26K 0.01%
400
-8,359
359
$26K 0.01%
383
360
$26K 0.01%
327
361
$26K 0.01%
556
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362
$26K 0.01%
5,000
+2,500
363
$26K 0.01%
1,000
364
$25K ﹤0.01%
304
+214
365
$25K ﹤0.01%
294
+122
366
$24K ﹤0.01%
499
+203
367
$24K ﹤0.01%
301
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368
$23K ﹤0.01%
558
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369
$23K ﹤0.01%
850
370
$22K ﹤0.01%
927
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371
$22K ﹤0.01%
118
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372
$22K ﹤0.01%
+220
373
$22K ﹤0.01%
231
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374
$22K ﹤0.01%
1,030
-25
375
$22K ﹤0.01%
171
+66
13 14
15
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