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
526
$5K ﹤0.01%
150
527
$5K ﹤0.01%
3,000
528
$5K ﹤0.01%
170
529
$5K ﹤0.01%
129
+45
530
$4K ﹤0.01%
218
531
$4K ﹤0.01%
72
532
$4K ﹤0.01%
+88
533
$4K ﹤0.01%
12
534
$4K ﹤0.01%
178
+62
535
$4K ﹤0.01%
424
+100
536
$4K ﹤0.01%
+114
537
$4K ﹤0.01%
18
+6
538
$4K ﹤0.01%
221
539
$4K ﹤0.01%
26
540
$4K ﹤0.01%
130
541
$4K ﹤0.01%
+45
542
$4K ﹤0.01%
35
-8
543
$4K ﹤0.01%
211
-31
544
$4K ﹤0.01%
121
-9,084
545
$4K ﹤0.01%
59
546
$4K ﹤0.01%
33
-15
547
$4K ﹤0.01%
143
-19,411
548
$4K ﹤0.01%
225
-7
549
$3K ﹤0.01%
40
550
$3K ﹤0.01%
85
20 21
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