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
$20B
AUM Growth
+$899M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Buys

1
+$746M
2
+$281M
3
+$23M
4
CCI icon
Crown Castle
CCI
+$13.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.8M

Top Sells

1
+$44M
2
+$18.5M
3
+$16.9M
4
OXY icon
Occidental Petroleum
OXY
+$15.9M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$9.47M

Sector Composition

1 Financials 13.54%
2 Technology 8.95%
3 Healthcare 8%
4 Consumer Discretionary 5.75%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12M 0.06%
217,407
-3,097
227
$11.9M 0.06%
192,765
+3,079
228
$11.7M 0.06%
133,996
+2,388
229
$11.4M 0.06%
142,200
-1,682
230
$11.4M 0.06%
170,676
-689
231
$11.2M 0.06%
250,447
-5,247
232
$11M 0.06%
110,944
+8,441
233
$10.8M 0.05%
63,817
-2,797
234
$10.7M 0.05%
68,812
+932
235
$10.5M 0.05%
88,543
-344
236
$10.4M 0.05%
53,916
-2,579
237
$10.4M 0.05%
115,794
-42,075
238
$10.3M 0.05%
38,912
+2,400
239
$10.2M 0.05%
685,538
-472,913
240
$10.2M 0.05%
62,710
-3,570
241
$10M 0.05%
63,942
+1,118
242
$9.99M 0.05%
931,689
-23,401
243
$9.96M 0.05%
40,102
-1,909
244
$9.93M 0.05%
429,966
-19,581
245
$9.91M 0.05%
126,882
-7,816
246
$9.85M 0.05%
47,511
+522
247
$9.82M 0.05%
184,033
-2,374
248
$9.78M 0.05%
34,105
-502
249
$9.72M 0.05%
85,697
-698
250
$9.72M 0.05%
69,966
+2,050
8 9
10
11 12