KeyBank National Association Portfolio holdings
AUM
$26.9B
This Quarter Return
+8.61%
1 Year Return
+19.59%
3 Year Return
+71.13%
5 Year Return
+115.15%
10 Year Return
+236.89%
AUM
$25.9B
AUM Growth
+$25.9B
(+6.1%)
Cap. Flow
+$51.2M
Cap. Flow
% of AUM
0.2%
Top 10 Holdings %
Top 10 Hldgs %
36.34%
Holding
1,165
New
76
Increased
450
Reduced
541
Closed
37
Top Buys
| 1 |
Broadcom
AVGO
|
$304M |
| 2 |
Newmont
NEM
|
$42.1M |
| 3 |
Preformed Line Products
PLPC
|
$38.7M |
| 4 |
Illumina
ILMN
|
$32.3M |
| 5 |
Ulta Beauty
ULTA
|
$32M |
Top Sells
| 1 |
Welltower
WELL
|
$64.5M |
| 2 |
Apple
AAPL
|
$51.6M |
| 3 |
Wheaton Precious Metals
WPM
|
$31.1M |
| 4 |
NVIDIA
NVDA
|
$30.6M |
| 5 |
Align Technology
ALGN
|
$27.1M |
Sector Composition
| 1 | Technology | 18.63% |
| 2 | Consumer Staples | 11.04% |
| 3 | Healthcare | 7.28% |
| 4 | Financials | 6.58% |
| 5 | Industrials | 6.18% |
