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
$502M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.43M
3
+$2.65M
4
CVX icon
Chevron
CVX
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.37M

Top Sells

1
+$3.95M
2
+$965K
3
+$946K
4
FET icon
Forum Energy Technologies
FET
+$538K
5
PAA icon
Plains All American Pipeline
PAA
+$521K

Sector Composition

1 Energy 45.97%
2 Healthcare 4.18%
3 Consumer Staples 3.19%
4 Industrials 2.99%
5 Financials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
+200
527
$2K ﹤0.01%
+100
528
$2K ﹤0.01%
+47
529
$2K ﹤0.01%
+200
530
$2K ﹤0.01%
+97
531
$2K ﹤0.01%
+8,000
532
$2K ﹤0.01%
+3
533
$1K ﹤0.01%
+28
534
$1K ﹤0.01%
+24
535
$1K ﹤0.01%
+176
536
$1K ﹤0.01%
+22
537
$1K ﹤0.01%
+67
538
$1K ﹤0.01%
+25
539
$1K ﹤0.01%
+24
540
$1K ﹤0.01%
+4
541
$1K ﹤0.01%
+20
542
$1K ﹤0.01%
+5
543
$1K ﹤0.01%
+40
544
$1K ﹤0.01%
+17
545
$1K ﹤0.01%
+25
546
$0 ﹤0.01%
+100
547
$0 ﹤0.01%
+4
548
$0 ﹤0.01%
+100
549
$0 ﹤0.01%
+6
550
$0 ﹤0.01%
+25
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