KEYBANK NATIONAL ASSOCIATION/OH

data from 30/09/2025

Capitalization

$ 28.466 B 5.90 %

Average holding period

26 ans

Performance

$ 3.120 Qi 194.67 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in KEYBANK NATIONAL ASSOCIATION/OH

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 7.33% 2.086 B $ 3116790 2011/09/30 144.565 M $ 7.80 %
2025/09/30 K KELLANOVA 5.68% 1.616 B $ 19706054 2011/09/30 49.067 M $ 3.13 %
2025/09/30 MSFT MICROSOFT CORP 4.78% 1.359 B $ 2624499 2011/09/30 54.520 M $ 4.13 %
2025/09/30 AAPL APPLE INC 4.34% 1.236 B $ 4854658 2011/09/30 243.775 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORPORATION 3.55% 1.012 B $ 5423460 2015/06/30 160.782 M $ 18.10 %
2025/09/30 IEFA ISHARES TR 2.66% 756.815 M $ 8668135 2014/09/30 31.557 M $ 4.59 %
2025/09/30 GOOGL ALPHABET INC 2.61% 743.928 M $ 3060171 2015/12/31 209.169 M $ 37.94 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 2.41% 686.063 M $ 3616565 2018/06/30 30.596 M $ 4.38 %
2025/09/30 AMZN AMAZON COM INC 2.38% 678.594 M $ 3090559 2011/09/30 563.040 K $ 0.08 %
2025/09/30 IJH ISHARES TR 2.13% 607.052 M $ 9302044 2011/09/30 29.293 M $ 5.22 %
2025/09/30 AVGO BROADCOM INC 2.03% 578.761 M $ 1754298 2018/06/30 98.313 M $ 19.68 %
2025/09/30 QUAL ISHARES TR 1.96% 557.999 M $ 2868882 2018/09/30 37.084 M $ 6.39 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.85% 527.003 M $ 1670744 2011/09/30 43.281 M $ 8.80 %
2025/09/30 IJR ISHARES TR 1.58% 448.911 M $ 3777756 2011/09/30 36.579 M $ 8.73 %
2025/09/30 CCJ CAMECO CORP 1.49% 424.083 M $ 5057039 2017/12/31 53.272 M $ 12.97 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 1.39% 394.448 M $ 6582903 2011/09/30 19.344 M $ 5.10 %
2025/09/30 ORCL ORACLE CORP 1.26% 358.852 M $ 1275965 2011/09/30 81.740 M $ 28.64 %
2025/09/30 VOO VANGUARD INDEX FDS 1.20% 341.823 M $ 558188 2013/12/31 24.954 M $ 7.81 %
2025/09/30 PH PARKER-HANNIFIN CORP 1.11% 316.132 M $ 416978 2011/09/30 26.413 M $ 8.54 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.09% 309.725 M $ 334610 2011/09/30 -21.217 M $ -6.50 %
2025/09/30 IAU ISHARES GOLD TR 0.94% 266.353 M $ 3660199 2021/06/30 37.716 M $ 16.69 %
2025/09/30 ABBV ABBVIE INC 0.85% 241.920 M $ 1044828 2013/03/31 48.297 M $ 24.74 %
2025/09/30 MA MASTERCARD INCORPORATED 0.84% 238.603 M $ 419477 2011/09/30 2.938 M $ 1.22 %
2025/09/30 JAAA JANUS DETROIT STR TR 0.82% 234.033 M $ 4608768 2022/03/31 130.432 K $ 0.06 %
2025/09/30 CVX CHEVRON CORP NEW 0.77% 217.804 M $ 1402565 2011/09/30 7.912 M $ 8.45 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.76% 217.204 M $ 1171414 2011/09/30 36.300 M $ 21.39 %
2025/09/30 IEMG ISHARES INC 0.73% 207.503 M $ 3147806 2013/12/31 17.652 M $ 9.81 %
2025/09/30 BAC BANK AMERICA CORP 0.70% 198.457 M $ 3846802 2011/09/30 16.263 M $ 9.02 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.69% 197.486 M $ 296446 2011/09/30 14.712 M $ 7.82 %
2025/09/30 GOOG ALPHABET INC 0.68% 193.949 M $ 796341 2015/12/31 50.561 M $ 37.30 %
2025/09/30 IWM ISHARES TR 0.68% 193.397 M $ 799292 2011/09/30 21.295 M $ 12.13 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.65% 186.306 M $ 1212535 2011/09/30 -7.085 M $ -3.56 %
2025/09/30 ABT ABBOTT LABS 0.62% 175.418 M $ 1309672 2011/09/30 -2.729 M $ -1.52 %
2025/09/30 HD HOME DEPOT INC 0.58% 164.553 M $ 406113 2011/09/30 15.598 M $ 10.51 %
2025/09/30 WFC WELLS FARGO CO NEW 0.55% 157.494 M $ 1878949 2011/09/30 7.088 M $ 4.62 %
2025/09/30 IWR ISHARES TR 0.54% 152.433 M $ 1578799 2011/09/30 7.525 M $ 4.98 %
2025/09/30 EFA ISHARES TR 0.52% 148.763 M $ 1593260 2011/09/30 6.473 M $ 4.45 %
2025/09/30 LECO LINCOLN ELEC HLDGS INC 0.50% 142.039 M $ 602296 2011/09/30 18.819 M $ 13.75 %
2025/09/30 XOM EXXON MOBIL CORP 0.50% 141.644 M $ 1256268 2011/09/30 6.324 M $ 4.59 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.50% 140.992 M $ 290694 2011/09/30 23.980 M $ 19.62 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.49% 138.666 M $ 2559355 2011/09/30 12.232 M $ 9.54 %
2025/09/30 PEP PEPSICO INC 0.46% 130.488 M $ 929139 2011/09/30 7.849 M $ 6.36 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.42% 119.401 M $ 237501 2011/09/30 4.019 M $ 3.49 %
2025/09/30 CSCO CISCO SYS INC 0.41% 116.758 M $ 1706483 2011/09/30 -1.674 M $ -1.38 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.41% 115.846 M $ 348766 2011/09/30 4.612 M $ 4.13 %
2025/09/30 MCD MCDONALDS CORP 0.40% 114.383 M $ 376395 2011/09/30 4.554 M $ 4.01 %
2025/09/30 APH AMPHENOL CORP NEW 0.39% 112.065 M $ 905577 2011/09/30 24.619 M $ 25.32 %
2025/09/30 HON HONEYWELL INTL INC 0.39% 110.753 M $ 526136 2011/09/30 -11.931 M $ -9.61 %
2025/09/30 NEE NEXTERA ENERGY INC 0.38% 107.508 M $ 1424130 2011/09/30 8.889 M $ 8.74 %
2025/09/30 GVI ISHARES TR 0.38% 106.951 M $ 995472 2011/09/30 624.397 K $ 0.61 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.38% 106.822 M $ 308502 2011/09/30 910.263 K $ 0.84 %
2025/09/30 RTX RTX CORPORATION 0.37% 106.549 M $ 636761 2020/06/30 14.033 M $ 14.59 %
2025/09/30 VMBS VANGUARD SCOTTSDALE FDS 0.37% 105.494 M $ 2246461 2016/03/31 1.350 M $ 1.34 %
2025/09/30 CAT CATERPILLAR INC 0.37% 105.391 M $ 220875 2011/09/30 17.009 M $ 22.91 %
2025/09/30 AGG ISHARES TR 0.36% 101.981 M $ 1017268 2011/09/30 1.038 M $ 1.06 %
2025/09/30 TMUS T-MOBILE US INC 0.36% 101.269 M $ 423046 2020/09/30 485.506 K $ 0.47 %
2025/09/30 RSG REPUBLIC SVCS INC 0.36% 101.075 M $ 440453 2011/09/30 -7.722 M $ -6.95 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.35% 100.157 M $ 3668759 2018/12/31 3.047 M $ 3.02 %
2025/09/30 IWF ISHARES TR 0.35% 99.642 M $ 212723 2011/09/30 9.533 M $ 10.32 %
2025/09/30 EMR EMERSON ELEC CO 0.34% 95.714 M $ 729641 2011/09/30 -1.419 M $ -1.61 %
2025/09/30 WMT WALMART INC 0.33% 93.152 M $ 903861 2011/09/30 4.808 M $ 5.40 %
2025/09/30 IGSB ISHARES TR 0.32% 92.043 M $ 1735682 2011/09/30 444.720 K $ 0.51 %
2025/09/30 IVW ISHARES TR 0.32% 91.947 M $ 761658 2011/09/30 8.218 M $ 9.65 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.32% 91.066 M $ 2321933 2011/09/30 -9.791 M $ -9.53 %
2025/09/30 ETN EATON CORP PLC 0.31% 89.418 M $ 238926 2012/12/31 4.173 M $ 4.83 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.31% 87.089 M $ 1089560 2012/12/31 462.507 K $ 0.54 %
2025/09/30 LLY ELI LILLY & CO 0.30% 85.401 M $ 111928 2011/09/30 -1.990 M $ -2.12 %
2025/09/30 META META PLATFORMS INC 0.30% 84.916 M $ 115629 2012/06/30 -423.826 K $ -0.50 %
2025/09/30 NEM NEWMONT CORP 0.29% 82.348 M $ 976733 2011/09/30 25.088 M $ 44.71 %
2025/09/30 DIS DISNEY WALT CO 0.27% 76.909 M $ 671688 2011/09/30 -6.801 M $ -7.67 %
2025/09/30 IQDF FLEXSHARES TR 0.27% 75.956 M $ 2661852 2018/12/31 3.574 M $ 5.31 %
2025/09/30 SPGI S&P GLOBAL INC 0.27% 75.873 M $ 155890 2016/06/30 -6.431 M $ -7.70 %
2025/09/30 KVUE KENVUE INC 0.26% 75.128 M $ 4628939 2023/09/30 -22.959 M $ -22.46 %
2025/09/30 MINT PIMCO ETF TR 0.26% 74.644 M $ 741325 2013/03/31 108.783 K $ 0.15 %
2025/09/30 KO COCA COLA CO 0.26% 74.537 M $ 1123902 2011/09/30 -5.037 M $ -6.26 %
2025/09/30 ULTA ULTA BEAUTY INC 0.26% 73.204 M $ 133889 2020/09/30 10.400 M $ 16.87 %
2025/09/30 ZS ZSCALER INC 0.26% 72.805 M $ 242957 2023/12/31 -3.721 M $ -4.55 %
2025/09/30 DHR DANAHER CORPORATION 0.25% 70.933 M $ 357778 2011/09/30 268.410 K $ 0.36 %
2025/09/30 V VISA INC 0.25% 70.933 M $ 207782 2011/09/30 -2.450 M $ -3.85 %
2025/09/30 MRK MERCK & CO INC 0.25% 70.244 M $ 836940 2011/09/30 4.129 M $ 6.03 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.24% 68.787 M $ 278941 2011/09/30 -15.195 M $ -17.49 %
2025/09/30 TIP ISHARES TR 0.24% 68.595 M $ 616754 2011/09/30 704.110 K $ 1.07 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES I 0.24% 68.005 M $ 905518 2023/03/31 965.981 K $ 1.39 %
2025/09/30 UNP UNION PAC CORP 0.23% 66.156 M $ 279884 2011/09/30 1.785 M $ 2.73 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.23% 65.385 M $ 231731 2011/09/30 -2.946 M $ -4.28 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.22% 63.097 M $ 750172 2015/12/31 838.519 K $ 1.44 %
2025/09/30 GTLS CHART INDS INC 0.22% 62.688 M $ 313204 2020/12/31 11.095 M $ 21.56 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.21% 59.989 M $ 356059 2013/12/31 -5.382 M $ -8.17 %
2025/09/30 IGIB ISHARES TR 0.21% 59.628 M $ 1102380 2011/09/30 860.016 K $ 1.50 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.21% 58.965 M $ 10921 2018/03/31 -4.381 M $ -6.74 %
2025/09/30 LOW LOWES COS INC 0.21% 58.676 M $ 233481 2011/09/30 7.048 M $ 13.27 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.20% 55.588 M $ 160983 2011/09/30 6.080 M $ 10.68 %
2025/09/30 TKR TIMKEN CO 0.19% 54.714 M $ 727777 2011/09/30 920.947 K $ 3.63 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.19% 54.355 M $ 185195 2011/09/30 -2.550 M $ -4.83 %
2025/09/30 IJK ISHARES TR 0.19% 54.154 M $ 564752 2011/09/30 2.848 M $ 5.40 %
2025/09/30 ASML ASML HOLDING N V 0.18% 52.175 M $ 53895 2020/03/31 6.949 M $ 20.80 %
2025/09/30 INTC INTEL CORP 0.18% 51.671 M $ 1540121 2011/09/30 18.482 M $ 49.78 %
2025/09/30 CMI CUMMINS INC 0.18% 51.634 M $ 122247 2011/09/30 11.821 M $ 28.97 %
2025/09/30 FI FISERV INC 0.18% 51.551 M $ 399840 2011/09/30 -19.947 M $ -25.22 %
2025/09/30 AMGN AMGEN INC 0.18% 51.235 M $ 181556 2011/09/30 548.913 K $ 1.07 %