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
476
$9K ﹤0.01%
448
+373
477
$8K ﹤0.01%
174
+99
478
$8K ﹤0.01%
801
+420
479
$8K ﹤0.01%
259
480
$8K ﹤0.01%
1,142
-234
481
$8K ﹤0.01%
500
482
$8K ﹤0.01%
412
+56
483
$8K ﹤0.01%
118
-8,879
484
$8K ﹤0.01%
49
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485
$8K ﹤0.01%
500
486
$8K ﹤0.01%
337
+220
487
$8K ﹤0.01%
1,000
488
$8K ﹤0.01%
190
489
$8K ﹤0.01%
6,434
490
$8K ﹤0.01%
400
491
$7K ﹤0.01%
232
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492
$7K ﹤0.01%
208
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493
$7K ﹤0.01%
100
494
$7K ﹤0.01%
612
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495
$7K ﹤0.01%
186
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496
$7K ﹤0.01%
2
497
$7K ﹤0.01%
128
498
$7K ﹤0.01%
108
-92
499
$7K ﹤0.01%
305
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500
$6K ﹤0.01%
500
-500
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