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KEY FINANCIAL INC

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WEST CHESTER PA Investment Advisor
13F Summary
KEY Financial is based out of West Chester. KEY Financial is a large advisory firm with 1406 clients and discretionary assets under management (AUM) of $1,495,201,479 (Form ADV from 2023-10-23). Their last reported 13F filing for Q4 2023 included $365,922,107 in managed 13F securities and a top 10 holdings concentration of 32.33%. KEY Financial's largest holding is Apple Inc with shares held of 104,761. Whalewisdom has at least 17 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
XOM ExxonMobil Corp. (St 0.66%
AAPL Apple Inc 0.54%
DNL WisdomTree Global ex 0.47%
EFG iShares MSCI EAFE Gr 0.37%
PFE Pfizer, Inc. 0.28%

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 5.51%
FPEI First Trust Institut 4.06%
DNL WisdomTree Global ex 3.96%
DOL WisdomTree Internati 3.64%
SLYV SPDR(R) S & P 600 Sm 3.15%

2023-12-31

13F Activity

Market Value $366m, Prior: $297m
New Purchases 31 stocks
Added To 136 stocks
Sold out of 56 stocks
Reduced holdings in 138 stocks
Top 10 Holdings % 32.33%
Turnover %[1] 6.61%
Turnover Alt %[2] 1.32%
Time Held Top 20 9.15 quarters
Time Held Top 10 8.1 quarters
Time Held All 9.06 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance