M&T Bank

M&T Bank Portfolio holdings

AUM $29.1B
1-Year Est. Return 16.72%
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.1B
AUM Growth
+$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,586
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$30.1M
3
+$24.6M
4
UNH icon
UnitedHealth
UNH
+$21.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.7M

Top Sells

1
+$50.4M
2
+$44.6M
3
+$43.2M
4
MRK icon
Merck
MRK
+$30.6M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$28.5M

Sector Composition

1 Technology 17.03%
2 Financials 9.26%
3 Healthcare 5.86%
4 Industrials 5.08%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
1
iShares Core MSCI EAFE ETF
IEFA
$157B
$1.18B 4.06%
14,151,324
+98,234
IWF icon
2
iShares Russell 1000 Growth ETF
IWF
$122B
$1.09B 3.74%
2,560,776
+27,927
MSFT icon
3
Microsoft
MSFT
$3.82T
$1.05B 3.6%
2,106,815
-86,867
AAPL icon
4
Apple
AAPL
$3.68T
$1.01B 3.46%
4,901,724
-245,478
IWB icon
5
iShares Russell 1000 ETF
IWB
$44.8B
$993M 3.41%
2,923,970
+112,152
IVV icon
6
iShares Core S&P 500 ETF
IVV
$661B
$824M 2.83%
1,326,911
-37,638
IWD icon
7
iShares Russell 1000 Value ETF
IWD
$64.6B
$764M 2.62%
3,931,029
+126,874
QUAL icon
8
iShares MSCI USA Quality Factor ETF
QUAL
$53B
$606M 2.08%
3,315,645
-36,303
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$590M 2.03%
9,836,743
-32,458
NVDA icon
10
NVIDIA
NVDA
$4.43T
$579M 1.99%
3,664,654
-27,377
JPM icon
11
JPMorgan Chase
JPM
$836B
$537M 1.84%
1,851,758
-78,067
IWM icon
12
iShares Russell 2000 ETF
IWM
$71.3B
$508M 1.74%
2,353,290
-3,770
AMZN icon
13
Amazon
AMZN
$2.31T
$475M 1.63%
2,165,153
-129,918
AVGO icon
14
Broadcom
AVGO
$1.68T
$470M 1.62%
1,706,662
-23,429
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$65.9B
$468M 1.61%
4,250,432
-259,127
GOOG icon
16
Alphabet (Google) Class C
GOOG
$3.08T
$372M 1.28%
2,098,491
-88,389
SPY icon
17
SPDR S&P 500 ETF Trust
SPY
$661B
$345M 1.19%
558,566
+28,568
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$179B
$330M 1.13%
5,785,694
-237,098
META icon
19
Meta Platforms (Facebook)
META
$1.8T
$303M 1.04%
409,859
-60,429
MTB icon
20
M&T Bank
MTB
$28.5B
$288M 0.99%
1,486,878
-495
VOO icon
21
Vanguard S&P 500 ETF
VOO
$758B
$272M 0.93%
479,022
+27,878
BND icon
22
Vanguard Total Bond Market
BND
$138B
$255M 0.88%
3,467,056
+71,125
JNJ icon
23
Johnson & Johnson
JNJ
$463B
$252M 0.87%
1,651,181
-3,153
MA icon
24
Mastercard
MA
$502B
$228M 0.78%
405,689
-4,160
TSPA icon
25
T. Rowe Price US Equity Research ETF
TSPA
$2.01B
$221M 0.76%
5,689,431
+773,339
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