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
176
$225K 0.04%
+3,206
177
$225K 0.04%
4,275
178
$223K 0.04%
3,368
179
$223K 0.04%
+2,092
180
$221K 0.04%
+8,366
181
$219K 0.04%
+4,000
182
$218K 0.04%
+2,586
183
$213K 0.04%
+5,710
184
$210K 0.04%
+3,844
185
$210K 0.04%
+3,700
186
$208K 0.04%
+47,446
187
$204K 0.04%
+3,700
188
$202K 0.04%
+2,300
189
$201K 0.04%
+21,000
190
$200K 0.04%
+6,000
191
$196K 0.04%
+2,070
192
$192K 0.04%
+2,203
193
$192K 0.04%
+2,549
194
$189K 0.04%
+10,240
195
$182K 0.04%
+7,860
196
$182K 0.04%
+6,250
197
$181K 0.04%
+2,150
198
$179K 0.04%
+1,375
199
$178K 0.04%
+2,858
200
$178K 0.04%
23,664
-524,550
6 7
8
9 10