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
451
$12K ﹤0.01%
250
452
$12K ﹤0.01%
139
+7
453
$11K ﹤0.01%
891
-43
454
$11K ﹤0.01%
83
-35
455
$11K ﹤0.01%
103
+14
456
$11K ﹤0.01%
154
+53
457
$11K ﹤0.01%
+164
458
$11K ﹤0.01%
88
459
$11K ﹤0.01%
272
460
$11K ﹤0.01%
468
+112
461
$11K ﹤0.01%
1,154
+288
462
$11K ﹤0.01%
1,147
463
$11K ﹤0.01%
240
464
$11K ﹤0.01%
87
465
$11K ﹤0.01%
+329
466
$11K ﹤0.01%
250
467
$10K ﹤0.01%
228
468
$10K ﹤0.01%
161
-30
469
$10K ﹤0.01%
240
-188
470
$10K ﹤0.01%
1,032
-970
471
$10K ﹤0.01%
162
+78
472
$10K ﹤0.01%
500
473
$10K ﹤0.01%
128
474
$10K ﹤0.01%
89
-174
475
$10K ﹤0.01%
+122
17 18
19
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