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
76
$860K 0.17%
+16,027
77
$858K 0.17%
+17,983
78
$825K 0.16%
14,107
+6,042
79
$815K 0.16%
10,975
+6,975
80
$774K 0.15%
+20,072
81
$742K 0.15%
+25,524
82
$730K 0.15%
+13,622
83
$723K 0.14%
22,088
84
$710K 0.14%
23,154
85
$675K 0.13%
+7,409
86
$645K 0.13%
5,648
+48
87
$635K 0.13%
+7,636
88
$625K 0.12%
5,875
89
$625K 0.12%
5,710
90
$611K 0.12%
+13,066
91
$609K 0.12%
8,006
+4,630
92
$607K 0.12%
5,870
+3,677
93
$603K 0.12%
+10,127
94
$598K 0.12%
+11,204
95
$598K 0.12%
+7,938
96
$585K 0.12%
8,167
+1,339
97
$577K 0.12%
+25,704
98
$569K 0.11%
+10,586
99
$568K 0.11%
+25,759
100
$565K 0.11%
21,775
+11,275
2 3
4
5 6