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
851
$400K ﹤0.01%
12,001
-65
852
$399K ﹤0.01%
9,226
+2,689
853
$398K ﹤0.01%
2,938
-1,235
854
$398K ﹤0.01%
6,557
855
$397K ﹤0.01%
7,707
-3,946
856
$397K ﹤0.01%
23,200
-2,475
857
$392K ﹤0.01%
3,144
-1,885
858
$392K ﹤0.01%
2,892
-18
859
$391K ﹤0.01%
7,734
+590
860
$388K ﹤0.01%
21,727
-4,244
861
$387K ﹤0.01%
6,523
+20
862
$386K ﹤0.01%
2,829
-124
863
$385K ﹤0.01%
21,000
864
$384K ﹤0.01%
6,835
865
$384K ﹤0.01%
22,463
-623,184
866
$384K ﹤0.01%
3,943
867
$383K ﹤0.01%
2,875
-3,625
868
$382K ﹤0.01%
33,620
-2,543
869
$378K ﹤0.01%
28,579
-143
870
$377K ﹤0.01%
3,497
+912
871
$375K ﹤0.01%
4,666
+8
872
$372K ﹤0.01%
11,064
+1,869
873
$371K ﹤0.01%
6,606
+5
874
$370K ﹤0.01%
10,783
-143
875
$370K ﹤0.01%
2,695
+3
33 34
35
36 37