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
601
$3K ﹤0.01%
27
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602
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23
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603
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120
604
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66
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605
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606
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607
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30
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608
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611
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81
612
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613
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614
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46
615
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68
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269
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619
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43
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621
$3K ﹤0.01%
500
622
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294
-667
623
$3K ﹤0.01%
26
-48
624
$3K ﹤0.01%
10
+4
625
$3K ﹤0.01%
59
-160
23 24
25
26 27