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
$18.7B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$66.1M
2
+$33M
3
+$12.5M
4
NVDA icon
NVIDIA
NVDA
+$11.8M
5
BMY icon
Bristol-Myers Squibb
BMY
+$10.2M

Top Sells

1
+$20.6M
2
+$19.1M
3
+$14.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$12.6M
5
ABT icon
Abbott
ABT
+$12.4M

Sector Composition

1 Consumer Staples 13.77%
2 Technology 11.94%
3 Healthcare 7.91%
4 Financials 7.77%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.01M 0.01%
16,340
+150
527
$1.01M 0.01%
45,700
-350
528
$1M 0.01%
5,359
+1,444
529
$1M 0.01%
29,650
-11,950
530
$999K 0.01%
9,003
+2,276
531
$994K 0.01%
36,000
-500
532
$991K 0.01%
26,950
-5,425
533
$982K 0.01%
8,922
-1,953
534
$977K 0.01%
10,734
+1,529
535
$975K 0.01%
12,200
-1,025
536
$972K 0.01%
44,725
+5,225
537
$971K 0.01%
20,433
+6,750
538
$969K 0.01%
13,025
-625
539
$969K 0.01%
6,959
+1,032
540
$965K 0.01%
27,992
-1,769
541
$962K 0.01%
15,777
+1,390
542
$961K 0.01%
+10,716
543
$957K 0.01%
8,782
-3,202
544
$950K 0.01%
40,060
-3,045
545
$948K 0.01%
13,549
+650
546
$946K 0.01%
19,325
-125
547
$944K 0.01%
3,935
+62
548
$942K 0.01%
13,342
-4,024
549
$934K 0.01%
29,570
-5,020
550
$934K 0.01%
15,835
20 21
22
23 24