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
151
$347K 0.07%
16,232
-172
152
$345K 0.07%
3,550
153
$342K 0.07%
+13,053
154
$340K 0.07%
+6,674
155
$338K 0.07%
+9,611
156
$334K 0.07%
8,837
-86
157
$327K 0.07%
25,768
+441
158
$319K 0.06%
+16,000
159
$315K 0.06%
10,190
160
$314K 0.06%
2,000
161
$295K 0.06%
+4,200
162
$295K 0.06%
6,440
-21,076
163
$274K 0.05%
+7,150
164
$270K 0.05%
+6,150
165
$266K 0.05%
9,500
166
$266K 0.05%
+9,516
167
$266K 0.05%
2,268
-1,572
168
$262K 0.05%
18,700
169
$258K 0.05%
+5,965
170
$253K 0.05%
+4,377
171
$246K 0.05%
+9,646
172
$240K 0.05%
2,188
173
$240K 0.05%
+1,736
174
$235K 0.05%
3,635
-359
175
$232K 0.05%
4,336
+94
5 6
7
8 9