KeyBank National Association

KeyBank National Association Portfolio holdings

AUM $28.5B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.8B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$37.8M
3
+$29.2M
4
WFC icon
Wells Fargo
WFC
+$27.3M
5
IAU icon
iShares Gold Trust
IAU
+$25.6M

Top Sells

1
+$51.1M
2
+$26.3M
3
+$26M
4
ISRG icon
Intuitive Surgical
ISRG
+$20.8M
5
MSFT icon
Microsoft
MSFT
+$20.3M

Sector Composition

1 Technology 13.96%
2 Consumer Staples 10.55%
3 Healthcare 7.67%
4 Industrials 7.14%
5 Financials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.75M 0.02%
13,120
+84
277
$4.74M 0.02%
25,752
+705
278
$4.7M 0.02%
146,715
-8,031
279
$4.64M 0.02%
153,795
-2,127
280
$4.57M 0.02%
38,971
-60
281
$4.39M 0.02%
19,374
+781
282
$4.39M 0.02%
97,981
-4,688
283
$4.34M 0.02%
45,468
-768
284
$4.24M 0.02%
33,671
+1,383
285
$4.23M 0.02%
70,634
+332
286
$4.18M 0.02%
41,077
-2,785
287
$4.18M 0.02%
+138,100
288
$4.17M 0.02%
51,525
-4,224
289
$4.17M 0.02%
25,464
-142
290
$4.17M 0.02%
12,028
+1,223
291
$4.16M 0.02%
6,428
-28
292
$4.07M 0.02%
28,151
-216
293
$4.04M 0.02%
66,595
-1,561
294
$4.03M 0.02%
33,743
-2,829
295
$3.97M 0.02%
49,358
-617
296
$3.92M 0.02%
42,986
-339
297
$3.86M 0.02%
25,641
-1,624
298
$3.79M 0.02%
20,114
+256
299
$3.77M 0.02%
40,286
+2,548
300
$3.74M 0.02%
25,580
+40
10 11
12
13 14