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
401
$18K ﹤0.01%
800
402
$18K ﹤0.01%
468
-18,116
403
$18K ﹤0.01%
312
+135
404
$18K ﹤0.01%
461
+179
405
$18K ﹤0.01%
446
+243
406
$18K ﹤0.01%
2,000
407
$17K ﹤0.01%
300
408
$17K ﹤0.01%
125
+58
409
$17K ﹤0.01%
223
+90
410
$17K ﹤0.01%
877
-1,514
411
$17K ﹤0.01%
500
-500
412
$17K ﹤0.01%
164
+63
413
$16K ﹤0.01%
+219
414
$16K ﹤0.01%
410
-345
415
$16K ﹤0.01%
362
+150
416
$16K ﹤0.01%
2,000
417
$16K ﹤0.01%
304
+136
418
$16K ﹤0.01%
490
+97
419
$16K ﹤0.01%
+2,150
420
$16K ﹤0.01%
238
+222
421
$16K ﹤0.01%
1,000
422
$15K ﹤0.01%
+181
423
$15K ﹤0.01%
546
+96
424
$15K ﹤0.01%
395
+295
425
$15K ﹤0.01%
227
+11
15 16
17
18 19