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
101
$556K 0.11%
5,992
+3,238
102
$554K 0.11%
8,500
-54
103
$553K 0.11%
+6,169
104
$548K 0.11%
+8,667
105
$545K 0.11%
+4,239
106
$538K 0.11%
+9,770
107
$536K 0.11%
+34,579
108
$534K 0.11%
+3
109
$520K 0.1%
+7,224
110
$516K 0.1%
19,104
+4,044
111
$515K 0.1%
+4,637
112
$503K 0.1%
+21,790
113
$503K 0.1%
+8,961
114
$502K 0.1%
+21,299
115
$496K 0.1%
+5,900
116
$495K 0.1%
4,737
-1,145
117
$494K 0.1%
+7,389
118
$489K 0.1%
+10,105
119
$476K 0.09%
+13,172
120
$475K 0.09%
+5,656
121
$469K 0.09%
+10,823
122
$467K 0.09%
+11,566
123
$466K 0.09%
+17,922
124
$465K 0.09%
+4,177
125
$458K 0.09%
+5,810
3 4
5
6 7