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
501
$8K ﹤0.01%
125
-75
502
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503
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77
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505
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506
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128
+42
508
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75
509
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208
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510
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77
511
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512
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41
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+60
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$7K ﹤0.01%
468
516
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2
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65
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+147
521
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83
522
$6K ﹤0.01%
182
523
$6K ﹤0.01%
104
524
$6K ﹤0.01%
53
525
$6K ﹤0.01%
100