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
576
$940K ﹤0.01%
56,975
+3,870
577
$936K ﹤0.01%
35,309
-5,432
578
$935K ﹤0.01%
65,513
-1,636
579
$934K ﹤0.01%
15,851
+537
580
$933K ﹤0.01%
53,682
-1,110
581
$932K ﹤0.01%
6,106
-95
582
$926K ﹤0.01%
18,570
-830
583
$925K ﹤0.01%
10,525
-575
584
$924K ﹤0.01%
12,015
+50
585
$923K ﹤0.01%
3,948
+1,183
586
$914K ﹤0.01%
15,000
587
$905K ﹤0.01%
12,793
+13
588
$904K ﹤0.01%
12,602
+901
589
$903K ﹤0.01%
3,290
-422
590
$903K ﹤0.01%
2,894
-948
591
$901K ﹤0.01%
8,526
-6,098
592
$900K ﹤0.01%
14,858
+830
593
$898K ﹤0.01%
4,353
-29
594
$897K ﹤0.01%
5,065
-2,298
595
$891K ﹤0.01%
7,245
+48
596
$891K ﹤0.01%
12,713
-1,743
597
$890K ﹤0.01%
10,988
+744
598
$889K ﹤0.01%
17,019
-1,592
599
$886K ﹤0.01%
40,977
+5,860
600
$884K ﹤0.01%
118,881
-20,374
22 23
24
25 26