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
326
$2.86M 0.01%
30,416
-1,920
327
$2.8M 0.01%
43,021
-7,576
328
$2.8M 0.01%
116,005
-2,276
329
$2.8M 0.01%
69,277
-3,305
330
$2.8M 0.01%
22,849
+389
331
$2.8M 0.01%
40,204
+4
332
$2.79M 0.01%
40,314
-667
333
$2.79M 0.01%
12,366
334
$2.75M 0.01%
9,408
-159
335
$2.74M 0.01%
+30,451
336
$2.73M 0.01%
9,505
+812
337
$2.67M 0.01%
17,273
+380
338
$2.63M 0.01%
4,976
+139
339
$2.6M 0.01%
39,880
-5,050
340
$2.59M 0.01%
1,665
-16
341
$2.57M 0.01%
70,114
+4,252
342
$2.52M 0.01%
30,004
-295
343
$2.51M 0.01%
67,138
+15,049
344
$2.51M 0.01%
21,850
-158
345
$2.51M 0.01%
34,446
+820
346
$2.47M 0.01%
3,426
+65
347
$2.47M 0.01%
20,191
+741
348
$2.46M 0.01%
35,180
+15
349
$2.44M 0.01%
40,416
-11,839
350
$2.41M 0.01%
84,910
12 13
14
15 16