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
426
$15K ﹤0.01%
360
-1,224
427
$15K ﹤0.01%
1,200
-75
428
$15K ﹤0.01%
183
-555
429
$15K ﹤0.01%
153
+70
430
$15K ﹤0.01%
55
431
$14K ﹤0.01%
225
+70
432
$14K ﹤0.01%
+313
433
$14K ﹤0.01%
500
+213
434
$14K ﹤0.01%
255
+125
435
$14K ﹤0.01%
125
-472
436
$14K ﹤0.01%
328
437
$14K ﹤0.01%
2,500
438
$14K ﹤0.01%
125
+46
439
$13K ﹤0.01%
394
+158
440
$13K ﹤0.01%
64
+21
441
$13K ﹤0.01%
351
+175
442
$13K ﹤0.01%
+1,000
443
$13K ﹤0.01%
200
444
$12K ﹤0.01%
950
+300
445
$12K ﹤0.01%
61
-3
446
$12K ﹤0.01%
1,147
447
$12K ﹤0.01%
248
448
$11K ﹤0.01%
66
+26
449
$11K ﹤0.01%
1,698
-38
450
$11K ﹤0.01%
262
16 17
18
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