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
$502M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.43M
3
+$2.65M
4
CVX icon
Chevron
CVX
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.37M

Top Sells

1
+$3.95M
2
+$965K
3
+$946K
4
FET icon
Forum Energy Technologies
FET
+$538K
5
PAA icon
Plains All American Pipeline
PAA
+$521K

Sector Composition

1 Energy 45.97%
2 Healthcare 4.18%
3 Consumer Staples 3.19%
4 Industrials 2.99%
5 Financials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.27%
+13,850
52
$1.33M 0.26%
32,122
+14,322
53
$1.31M 0.26%
+13,043
54
$1.22M 0.24%
14,743
+9,205
55
$1.22M 0.24%
+44,541
56
$1.21M 0.24%
6,762
+3,662
57
$1.18M 0.24%
43,036
-392
58
$1.14M 0.23%
13,864
-670
59
$1.13M 0.23%
12,457
+4,719
60
$1.12M 0.22%
16,398
+5,326
61
$1.1M 0.22%
4,496
+1,519
62
$1.08M 0.21%
+16,664
63
$1.08M 0.21%
8,987
-4,000
64
$1.07M 0.21%
15,023
+2,390
65
$1.06M 0.21%
8,732
-100
66
$1.04M 0.21%
+20,581
67
$1.01M 0.2%
20,436
68
$1M 0.2%
+35,784
69
$997K 0.2%
2,355
70
$992K 0.2%
18,667
+13,367
71
$960K 0.19%
27,202
+4,000
72
$951K 0.19%
37,080
73
$897K 0.18%
6,575
+1,000
74
$881K 0.18%
17,590
75
$869K 0.17%
+11,573
1 2
3
4 5