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
126
$457K 0.09%
+11,176
127
$446K 0.09%
+7,210
128
$444K 0.09%
+6,890
129
$439K 0.09%
+6,448
130
$434K 0.09%
+17,572
131
$428K 0.09%
+16,128
132
$424K 0.08%
+10,289
133
$423K 0.08%
+8,944
134
$418K 0.08%
+12,634
135
$418K 0.08%
+5,181
136
$411K 0.08%
4,500
137
$410K 0.08%
6,631
-3,085
138
$410K 0.08%
+23,484
139
$407K 0.08%
+8,224
140
$391K 0.08%
+7,664
141
$387K 0.08%
+4,508
142
$382K 0.08%
+2,073
143
$380K 0.08%
+19,236
144
$373K 0.07%
+4,108
145
$373K 0.07%
+5,704
146
$359K 0.07%
635
-952
147
$356K 0.07%
+2,474
148
$354K 0.07%
+7,728
149
$350K 0.07%
+13,904
150
$348K 0.07%
6,848
-904
4 5
6
7 8