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
201
$176K 0.04%
+1,994
202
$173K 0.03%
+4,000
203
$173K 0.03%
+3,066
204
$171K 0.03%
+3,200
205
$163K 0.03%
+10,592
206
$162K 0.03%
+4,513
207
$159K 0.03%
+1,900
208
$158K 0.03%
+1,500
209
$155K 0.03%
+1,500
210
$152K 0.03%
+1,080
211
$152K 0.03%
+3,785
212
$151K 0.03%
+2,250
213
$151K 0.03%
+2,782
214
$148K 0.03%
+3,300
215
$141K 0.03%
+2,000
216
$141K 0.03%
+1,000
217
$140K 0.03%
+4,690
218
$139K 0.03%
+1,736
219
$139K 0.03%
+2,200
220
$136K 0.03%
+5,932
221
$135K 0.03%
+4,905
222
$131K 0.03%
+1,100
223
$131K 0.03%
1,128
-2,050
224
$124K 0.02%
+1,650
225
$121K 0.02%
+2,009
7 8
9
10 11