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
$505M
AUM Growth
-$8.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1 +$5.11M
2 +$1.01M
3 +$628K
4
BP icon
BP
BP
+$567K
5
MGA icon
Magna International
MGA
+$533K

Top Sells

1 +$1.74M
2 +$1.62M
3 +$1.2M
4
AGN
Allergan plc
AGN
+$1.18M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$763K

Sector Composition

1 Energy 37.29%
2 Consumer Staples 4.12%
3 Financials 3.11%
4 Healthcare 3.04%
5 Technology 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$7K ﹤0.01%
2
602
$7K ﹤0.01%
112
+89
603
$7K ﹤0.01%
+89
604
$7K ﹤0.01%
+56
605
$7K ﹤0.01%
89
606
$7K ﹤0.01%
+242
607
$7K ﹤0.01%
+278
608
$7K ﹤0.01%
6,434
609
$7K ﹤0.01%
341
+116
610
$6K ﹤0.01%
468
611
$6K ﹤0.01%
+151
612
$6K ﹤0.01%
140
+115
613
$6K ﹤0.01%
+97
614
$6K ﹤0.01%
18
+6
615
$6K ﹤0.01%
+69
616
$6K ﹤0.01%
+273
617
$6K ﹤0.01%
+59
618
$6K ﹤0.01%
+65
619
$6K ﹤0.01%
83
+77
620
$6K ﹤0.01%
+99
621
$6K ﹤0.01%
+208
622
$6K ﹤0.01%
111
+81
623
$6K ﹤0.01%
+103
624
$6K ﹤0.01%
+122
625
$6K ﹤0.01%
+109