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
651
$2K ﹤0.01%
77
652
$1K ﹤0.01%
43
653
$1K ﹤0.01%
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654
$1K ﹤0.01%
115
655
$1K ﹤0.01%
25
+13
656
$1K ﹤0.01%
159
657
$1K ﹤0.01%
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-41
658
$1K ﹤0.01%
11
659
$1K ﹤0.01%
13
660
$1K ﹤0.01%
2
661
$1K ﹤0.01%
+69
662
$1K ﹤0.01%
14
663
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664
$1K ﹤0.01%
26
-43
665
$1K ﹤0.01%
6
666
$1K ﹤0.01%
+37
667
$1K ﹤0.01%
29
668
$1K ﹤0.01%
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669
$1K ﹤0.01%
6
-4,973
670
$1K ﹤0.01%
80
671
$1K ﹤0.01%
13
672
$1K ﹤0.01%
100
673
$1K ﹤0.01%
21
674
$1K ﹤0.01%
10
-9,637
675
$1K ﹤0.01%
89
25 26
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28 29