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
$549M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$974K
3
+$926K
4
MCD icon
McDonald's
MCD
+$636K
5
CELG
Celgene Corp
CELG
+$608K

Top Sells

1
+$1.91M
2
+$1.84M
3
+$1.26M
4
J icon
Jacobs Solutions
J
+$1.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$958K

Sector Composition

1 Energy 46.4%
2 Healthcare 3.93%
3 Consumer Staples 3.22%
4 Financials 2.55%
5 Technology 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$26K ﹤0.01%
1,100
377
$26K ﹤0.01%
612
+194
378
$26K ﹤0.01%
287
379
$25K ﹤0.01%
559
380
$25K ﹤0.01%
549
381
$25K ﹤0.01%
210
382
$25K ﹤0.01%
383
+26
383
$25K ﹤0.01%
1,000
384
$25K ﹤0.01%
1,000
385
$24K ﹤0.01%
213
386
$24K ﹤0.01%
316
-10
387
$24K ﹤0.01%
603
388
$24K ﹤0.01%
309
+67
389
$24K ﹤0.01%
546
390
$24K ﹤0.01%
202
391
$23K ﹤0.01%
1,920
392
$22K ﹤0.01%
305
393
$22K ﹤0.01%
+718
394
$22K ﹤0.01%
135
395
$22K ﹤0.01%
+1,000
396
$21K ﹤0.01%
185
+130
397
$21K ﹤0.01%
369
+12
398
$21K ﹤0.01%
547
399
$21K ﹤0.01%
3,000
400
$20K ﹤0.01%
277
-58
14 15
16
17 18