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
$502M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.43M
3
+$2.65M
4
CVX icon
Chevron
CVX
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.37M

Top Sells

1
+$3.95M
2
+$965K
3
+$946K
4
FET icon
Forum Energy Technologies
FET
+$538K
5
PAA icon
Plains All American Pipeline
PAA
+$521K

Sector Composition

1 Energy 45.97%
2 Healthcare 4.18%
3 Consumer Staples 3.19%
4 Industrials 2.99%
5 Financials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
+200
452
$11K ﹤0.01%
+532
453
$11K ﹤0.01%
+154
454
$11K ﹤0.01%
+367
455
$11K ﹤0.01%
+60
456
$11K ﹤0.01%
+203
457
$10K ﹤0.01%
+289
458
$10K ﹤0.01%
+170
459
$10K ﹤0.01%
+369
460
$10K ﹤0.01%
+263
461
$10K ﹤0.01%
+495
462
$10K ﹤0.01%
+1,147
463
$10K ﹤0.01%
+249
464
$10K ﹤0.01%
+360
465
$10K ﹤0.01%
+108
466
$10K ﹤0.01%
+152
467
$10K ﹤0.01%
+961
468
$10K ﹤0.01%
+1,476
469
$10K ﹤0.01%
+392
470
$9K ﹤0.01%
+125
471
$9K ﹤0.01%
+423
472
$9K ﹤0.01%
+92
473
$9K ﹤0.01%
+800
474
$9K ﹤0.01%
+240
475
$9K ﹤0.01%
+281
17 18
19
20 21