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
401
$1.78M 0.01%
6,948
402
$1.78M 0.01%
3,860
-391
403
$1.78M 0.01%
32,116
+23,475
404
$1.77M 0.01%
+32,104
405
$1.75M 0.01%
22,478
-3,458
406
$1.74M 0.01%
9,315
+446
407
$1.72M 0.01%
8,972
-1,109
408
$1.72M 0.01%
6,139
+2,544
409
$1.71M 0.01%
25,965
-112
410
$1.71M 0.01%
21,076
+9,912
411
$1.68M 0.01%
69,389
412
$1.68M 0.01%
6,809
+81
413
$1.68M 0.01%
5,572
-5
414
$1.67M 0.01%
4,388
-123
415
$1.65M 0.01%
8,037
-11
416
$1.64M 0.01%
58,488
+215
417
$1.64M 0.01%
10,996
-660
418
$1.64M 0.01%
10,514
-4,903
419
$1.62M 0.01%
19,156
+49
420
$1.62M 0.01%
94,495
+579
421
$1.62M 0.01%
5,065
-610
422
$1.6M 0.01%
6,685
-231
423
$1.58M 0.01%
22,485
+296
424
$1.57M 0.01%
349,129
+983
425
$1.57M 0.01%
16,900
-3,040
15 16
17
18 19