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
426
$16K ﹤0.01%
857
+232
427
$15K ﹤0.01%
410
428
$15K ﹤0.01%
2,500
-2,500
429
$15K ﹤0.01%
387
+174
430
$15K ﹤0.01%
538
431
$14K ﹤0.01%
378
+76
432
$14K ﹤0.01%
550
+58
433
$14K ﹤0.01%
+328
434
$14K ﹤0.01%
231
+199
435
$14K ﹤0.01%
2,500
436
$14K ﹤0.01%
500
437
$13K ﹤0.01%
170
438
$13K ﹤0.01%
41
-35
439
$13K ﹤0.01%
757
+5
440
$13K ﹤0.01%
2,000
441
$13K ﹤0.01%
393
442
$13K ﹤0.01%
454
+67
443
$13K ﹤0.01%
303
-3
444
$13K ﹤0.01%
400
445
$12K ﹤0.01%
200
+40
446
$12K ﹤0.01%
1,000
447
$12K ﹤0.01%
251
-43
448
$12K ﹤0.01%
595
449
$12K ﹤0.01%
134
+6
450
$12K ﹤0.01%
248
16 17
18
19 20