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
301
$3.74M 0.02%
22,990
+5,907
302
$3.71M 0.02%
8,945
+76
303
$3.67M 0.02%
+23,957
304
$3.64M 0.02%
16,839
-225
305
$3.53M 0.02%
7,198
-184
306
$3.51M 0.02%
9,192
-34
307
$3.43M 0.02%
19,076
-164
308
$3.37M 0.01%
49,144
+117
309
$3.37M 0.01%
51,902
-248
310
$3.36M 0.01%
23,953
-220
311
$3.28M 0.01%
23,340
+454
312
$3.26M 0.01%
25,803
-129
313
$3.26M 0.01%
62,958
-4,744
314
$3.25M 0.01%
23,073
-423
315
$3.23M 0.01%
72,815
-3,035
316
$3.23M 0.01%
64,535
+33,385
317
$3.16M 0.01%
35,556
-1,595
318
$3.12M 0.01%
21,092
+605
319
$3.07M 0.01%
36,446
-1,626
320
$3.04M 0.01%
48,147
-8,753
321
$2.98M 0.01%
88,575
322
$2.98M 0.01%
10,270
-105
323
$2.94M 0.01%
43,626
+5,711
324
$2.87M 0.01%
74,944
-698
325
$2.87M 0.01%
54,206
-4,240
11 12
13
14 15