KT
Kanaly Trust Portfolio holdings
AUM
$471M
This Quarter Return
+0.68%
1 Year Return
+15.11%
3 Year Return
+11.56%
5 Year Return
–
10 Year Return
–
AUM
$326M
AUM Growth
–
Cap. Flow
+$326M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.62%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$87.3M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$39.9M |
| 3 |
Enterprise Products Partners
EPD
|
$22.7M |
| 4 |
Plains All American Pipeline
PAA
|
$22.3M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 56.03% |
| 2 | Industrials | 2.19% |
| 3 | Financials | 1.08% |
| 4 | Consumer Staples | 0.88% |
| 5 | Technology | 0.85% |
