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 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
37
-117
627
$3K ﹤0.01%
52
+26
628
$3K ﹤0.01%
61
629
$3K ﹤0.01%
64
-139
630
$2K ﹤0.01%
24
631
$2K ﹤0.01%
38
632
$2K ﹤0.01%
32
633
$2K ﹤0.01%
9
-22
634
$2K ﹤0.01%
606
-413
635
$2K ﹤0.01%
137
+35
636
$2K ﹤0.01%
40
637
$2K ﹤0.01%
8
638
$2K ﹤0.01%
61
-8,415
639
$2K ﹤0.01%
40
-126
640
$2K ﹤0.01%
26
641
$2K ﹤0.01%
+14
642
$2K ﹤0.01%
+15
643
$2K ﹤0.01%
30
644
$2K ﹤0.01%
+25
645
$2K ﹤0.01%
+28
646
$2K ﹤0.01%
+162
647
$2K ﹤0.01%
32
648
$2K ﹤0.01%
+365
649
$2K ﹤0.01%
224
+4
650
$2K ﹤0.01%
100
24 25
26
27 28