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
451
$11K ﹤0.01%
331
+90
452
$11K ﹤0.01%
338
453
$11K ﹤0.01%
240
454
$11K ﹤0.01%
250
455
$11K ﹤0.01%
129
+43
456
$11K ﹤0.01%
63
457
$10K ﹤0.01%
126
+75
458
$10K ﹤0.01%
223
+29
459
$10K ﹤0.01%
88
-4,671
460
$10K ﹤0.01%
471
+120
461
$10K ﹤0.01%
113
+32
462
$10K ﹤0.01%
595
463
$10K ﹤0.01%
+400
464
$10K ﹤0.01%
+571
465
$10K ﹤0.01%
105
+28
466
$9K ﹤0.01%
228
-7,579
467
$9K ﹤0.01%
+165
468
$9K ﹤0.01%
164
+36
469
$9K ﹤0.01%
124
+69
470
$9K ﹤0.01%
468
-44
471
$9K ﹤0.01%
643
-17
472
$9K ﹤0.01%
187
+40
473
$9K ﹤0.01%
209
+25
474
$9K ﹤0.01%
250
-53
475
$9K ﹤0.01%
317
-4
17 18
19
20 21