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
$17.5B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$72.7M
3
+$32.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$12.3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M

Top Sells

1
+$50.2M
2
+$38.3M
3
+$27M
4
XOM icon
Exxon Mobil
XOM
+$20.1M
5
MMM icon
3M
MMM
+$19.4M

Sector Composition

1 Consumer Staples 14.08%
2 Technology 11.28%
3 Healthcare 7.81%
4 Financials 7.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.97M 0.01%
16,630
-492
352
$1.95M 0.01%
375,839
-23,075
353
$1.95M 0.01%
34,314
-4,283
354
$1.94M 0.01%
14,588
-307
355
$1.93M 0.01%
14,101
-14,831
356
$1.9M 0.01%
65,741
-1,085
357
$1.89M 0.01%
14,689
-103
358
$1.88M 0.01%
18,293
359
$1.87M 0.01%
38,865
+22,367
360
$1.87M 0.01%
19,502
-6,700
361
$1.87M 0.01%
23,162
-2,029
362
$1.87M 0.01%
15,619
+370
363
$1.86M 0.01%
23,750
-436
364
$1.85M 0.01%
55,281
-14,206
365
$1.83M 0.01%
16,519
-5,265
366
$1.81M 0.01%
6,112
-404
367
$1.81M 0.01%
10,994
+1,147
368
$1.79M 0.01%
3,104
-106
369
$1.78M 0.01%
8,930
-1,166
370
$1.78M 0.01%
7,429
+112
371
$1.75M 0.01%
39,958
-1,502
372
$1.74M 0.01%
35,924
-1,645
373
$1.73M 0.01%
+27,852
374
$1.68M 0.01%
51,677
+12,976
375
$1.68M 0.01%
1,556
-651
13 14
15
16 17