M&T Bank

M&T Bank Portfolio holdings

AUM $29.7B
1-Year Est. Return 18.22%
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.7B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,585
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$25.4M
3
+$18.5M
4
UNP icon
Union Pacific
UNP
+$12.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$8.36M

Top Sells

1
+$72.5M
2
+$64.9M
3
+$62.1M
4
AVGO icon
Broadcom
AVGO
+$53.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$42.4M

Sector Composition

1 Technology 17.33%
2 Financials 8.85%
3 Healthcare 5.73%
4 Industrials 4.94%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
1
iShares Core MSCI EAFE ETF
IEFA
$161B
$1.2B 4.04%
13,765,060
-386,264
IWF icon
2
iShares Russell 1000 Growth ETF
IWF
$125B
$1.18B 3.98%
2,529,809
-30,967
AAPL icon
3
Apple
AAPL
$4.2T
$1.18B 3.98%
4,646,711
-255,013
IWB icon
4
iShares Russell 1000 ETF
IWB
$45.5B
$1.04B 3.48%
2,833,777
-90,193
MSFT icon
5
Microsoft
MSFT
$3.55T
$1.02B 3.43%
1,966,750
-140,065
IVV icon
6
iShares Core S&P 500 ETF
IVV
$733B
$869M 2.92%
1,298,278
-28,633
IWD icon
7
iShares Russell 1000 Value ETF
IWD
$68.2B
$764M 2.57%
3,752,351
-178,678
NVDA icon
8
NVIDIA
NVDA
$4.36T
$622M 2.09%
3,331,994
-332,660
QUAL icon
9
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
$619M 2.08%
3,180,978
-134,667
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$606M 2.04%
9,193,276
-643,467
JPM icon
11
JPMorgan Chase
JPM
$850B
$562M 1.89%
1,780,620
-71,138
IWM icon
12
iShares Russell 2000 ETF
IWM
$72.4B
$546M 1.84%
2,255,781
-97,509
AVGO icon
13
Broadcom
AVGO
$1.8T
$509M 1.71%
1,543,315
-163,347
IVW icon
14
iShares S&P 500 Growth ETF
IVW
$66.8B
$497M 1.67%
4,116,504
-133,928
GOOG icon
15
Alphabet (Google) Class C
GOOG
$3.87T
$490M 1.65%
2,010,354
-88,137
AMZN icon
16
Amazon
AMZN
$2.48T
$439M 1.48%
1,997,860
-167,293
SPY icon
17
SPDR S&P 500 ETF Trust
SPY
$700B
$365M 1.23%
547,809
-10,757
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$186B
$337M 1.13%
5,629,496
-156,198
JNJ icon
19
Johnson & Johnson
JNJ
$495B
$294M 0.99%
1,588,183
-62,998
VOO icon
20
Vanguard S&P 500 ETF
VOO
$803B
$294M 0.99%
480,452
+1,430
MTB icon
21
M&T Bank
MTB
$30.1B
$294M 0.99%
1,486,712
-166
BND icon
22
Vanguard Total Bond Market
BND
$143B
$283M 0.95%
3,808,996
+341,940
META icon
23
Meta Platforms (Facebook)
META
$1.61T
$282M 0.95%
383,798
-26,061
TSPA icon
24
T. Rowe Price US Equity Research ETF
TSPA
$2.1B
$244M 0.82%
5,824,182
+134,751
ORCL icon
25
Oracle
ORCL
$592B
$243M 0.82%
865,010
-7,957
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