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
376
$19K ﹤0.01%
+365
377
$19K ﹤0.01%
+209
378
$19K ﹤0.01%
+1,500
379
$18K ﹤0.01%
+130
380
$18K ﹤0.01%
+800
381
$18K ﹤0.01%
+1,800
382
$18K ﹤0.01%
+3,000
383
$18K ﹤0.01%
+448
384
$18K ﹤0.01%
+1,304
385
$17K ﹤0.01%
+201
386
$17K ﹤0.01%
+2,000
387
$17K ﹤0.01%
+250
388
$16K ﹤0.01%
+967
389
$16K ﹤0.01%
+200
390
$16K ﹤0.01%
+130
391
$16K ﹤0.01%
+802
392
$16K ﹤0.01%
+199
393
$16K ﹤0.01%
+842
394
$16K ﹤0.01%
+363
395
$15K ﹤0.01%
+138
396
$15K ﹤0.01%
+341
397
$15K ﹤0.01%
+665
398
$15K ﹤0.01%
+402
399
$15K ﹤0.01%
+500
400
$15K ﹤0.01%
+168
14 15
16
17 18