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
26
$2.26M 0.44%
30,022
-554
27
$2.25M 0.44%
23,139
-150
28
$2.1M 0.41%
25,651
-739
29
$1.88M 0.37%
24,115
30
$1.87M 0.37%
18,519
-3,076
31
$1.81M 0.35%
33,223
+437
32
$1.78M 0.35%
42,083
+18,536
33
$1.76M 0.34%
27,899
-120
34
$1.76M 0.34%
22,897
-6,006
35
$1.72M 0.34%
34,612
-52
36
$1.7M 0.33%
25,057
+134
37
$1.65M 0.32%
39,315
38
$1.65M 0.32%
40,683
-1,062
39
$1.6M 0.31%
27,130
-3,080
40
$1.59M 0.31%
19,095
-9,855
41
$1.59M 0.31%
31,498
-34
42
$1.59M 0.31%
30,843
+29,215
43
$1.57M 0.31%
32,614
-14
44
$1.57M 0.31%
35,422
-10
45
$1.54M 0.3%
19,515
46
$1.52M 0.3%
24,256
-9
47
$1.48M 0.29%
15,498
-307
48
$1.47M 0.29%
40,945
-226
49
$1.45M 0.28%
35,646
-10,221
50
$1.43M 0.28%
44,205
+535
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2
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