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
376
$21K ﹤0.01%
151
+13
377
$21K ﹤0.01%
1,885
+742
378
$21K ﹤0.01%
186
+87
379
$21K ﹤0.01%
268
+126
380
$21K ﹤0.01%
282
+123
381
$21K ﹤0.01%
8
382
$20K ﹤0.01%
306
+111
383
$20K ﹤0.01%
151
+77
384
$20K ﹤0.01%
506
+214
385
$20K ﹤0.01%
1,936
-252
386
$20K ﹤0.01%
892
+412
387
$20K ﹤0.01%
130
388
$20K ﹤0.01%
256
+124
389
$20K ﹤0.01%
2,000
390
$20K ﹤0.01%
+29
391
$20K ﹤0.01%
290
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392
$20K ﹤0.01%
142
+27
393
$19K ﹤0.01%
1,468
394
$19K ﹤0.01%
335
+131
395
$19K ﹤0.01%
456
+175
396
$19K ﹤0.01%
600
+100
397
$19K ﹤0.01%
704
+170
398
$19K ﹤0.01%
800
399
$18K ﹤0.01%
217
+95
400
$18K ﹤0.01%
209
+39
14 15
16
17 18