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
476
$10K ﹤0.01%
159
477
$9K ﹤0.01%
164
-3
478
$9K ﹤0.01%
112
+16
479
$9K ﹤0.01%
442
-432
480
$9K ﹤0.01%
247
-319
481
$9K ﹤0.01%
79
-58
482
$9K ﹤0.01%
116
-86
483
$9K ﹤0.01%
115
484
$9K ﹤0.01%
54
+4
485
$9K ﹤0.01%
102
+8
486
$9K ﹤0.01%
705
+383
487
$9K ﹤0.01%
224
488
$9K ﹤0.01%
184
489
$9K ﹤0.01%
60
+41
490
$9K ﹤0.01%
113
+1
491
$9K ﹤0.01%
1,000
492
$8K ﹤0.01%
+146
493
$8K ﹤0.01%
126
494
$8K ﹤0.01%
164
495
$8K ﹤0.01%
86
496
$8K ﹤0.01%
50
+12
497
$8K ﹤0.01%
285
498
$8K ﹤0.01%
564
499
$8K ﹤0.01%
171
-68
500
$8K ﹤0.01%
78
+62
18 19
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