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
351
$2.39M 0.01%
3,789
+198
352
$2.37M 0.01%
13,669
-2,023
353
$2.37M 0.01%
28,925
-4,764
354
$2.37M 0.01%
7,316
+3,027
355
$2.37M 0.01%
20,383
+10
356
$2.34M 0.01%
163,574
-53,801
357
$2.34M 0.01%
23,503
-55
358
$2.33M 0.01%
13,397
-282
359
$2.33M 0.01%
41,916
-878
360
$2.31M 0.01%
36,459
-170
361
$2.3M 0.01%
69,756
-692
362
$2.28M 0.01%
30,716
-7,955
363
$2.25M 0.01%
11,749
-2,190
364
$2.23M 0.01%
2,774
+46
365
$2.2M 0.01%
20,823
-688
366
$2.15M 0.01%
63,335
-29
367
$2.12M 0.01%
8,705
+261
368
$2.09M 0.01%
29,771
-8,700
369
$2.09M 0.01%
17,913
-1,234
370
$2.09M 0.01%
12,399
-2,803
371
$2.09M 0.01%
11,949
-132
372
$2.08M 0.01%
49,768
+1,528
373
$2.08M 0.01%
5,283
+3,161
374
$2.04M 0.01%
+35,432
375
$2.01M 0.01%
1,749
+433
13 14
15
16 17