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
551
$3K ﹤0.01%
+40
552
$3K ﹤0.01%
58
553
$3K ﹤0.01%
77
554
$3K ﹤0.01%
+51
555
$3K ﹤0.01%
266
556
$3K ﹤0.01%
77
557
$3K ﹤0.01%
72
558
$3K ﹤0.01%
100
559
$3K ﹤0.01%
43
-16,636
560
$3K ﹤0.01%
120
561
$3K ﹤0.01%
23
-3,948
562
$3K ﹤0.01%
87
-100
563
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35
564
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29
565
$3K ﹤0.01%
23
+7
566
$3K ﹤0.01%
142
567
$3K ﹤0.01%
55
568
$3K ﹤0.01%
167
569
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150
570
$3K ﹤0.01%
302
571
$3K ﹤0.01%
59
572
$3K ﹤0.01%
269
573
$3K ﹤0.01%
113
574
$3K ﹤0.01%
45
-2
575
$3K ﹤0.01%
294
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