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
$29.1B
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
ARES icon
501
Ares Management
ARES
$37.4B
$3.14M 0.01%
18,156
+2,287
IWV icon
502
iShares Russell 3000 ETF
IWV
$18.6B
$3.14M 0.01%
8,958
TPR icon
503
Tapestry
TPR
$26.7B
$3.14M 0.01%
35,768
+1,417
COO icon
504
Cooper Companies
COO
$16.1B
$3.13M 0.01%
43,978
-10,436
REGN icon
505
Regeneron Pharmaceuticals
REGN
$77B
$3.11M 0.01%
5,929
+843
XLE icon
506
State Street Energy Select Sector SPDR ETF
XLE
$29.2B
$3.11M 0.01%
73,324
+3,660
PDBC icon
507
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.7B
$3.1M 0.01%
237,811
-622,711
TD icon
508
Toronto Dominion Bank
TD
$157B
$3.09M 0.01%
42,084
-5,520
ETR icon
509
Entergy
ETR
$43.1B
$3.06M 0.01%
36,798
-1,215
LAMR icon
510
Lamar Advertising Co
LAMR
$13.4B
$3.06M 0.01%
25,205
+7,180
MAIN icon
511
Main Street Capital
MAIN
$5.73B
$3.03M 0.01%
51,350
WTW icon
512
Willis Towers Watson
WTW
$31.5B
$3.03M 0.01%
9,894
-766
PPL icon
513
PPL Corp
PPL
$27.2B
$3.02M 0.01%
89,064
-10,287
GBCI icon
514
Glacier Bancorp
GBCI
$6.22B
$3M 0.01%
69,744
+307
LUV icon
515
Southwest Airlines
LUV
$22.3B
$3M 0.01%
92,357
-8,162
AMX icon
516
America Movil
AMX
$61.6B
$2.97M 0.01%
165,510
-53
GOVT icon
517
iShares US Treasury Bond ETF
GOVT
$35B
$2.96M 0.01%
128,743
-13,900
PDD icon
518
Pinduoduo
PDD
$152B
$2.95M 0.01%
28,150
+970
DEO icon
519
Diageo
DEO
$49.2B
$2.94M 0.01%
29,171
-1,609
EBAY icon
520
eBay
EBAY
$42B
$2.94M 0.01%
39,453
-1,014
OSK icon
521
Oshkosh
OSK
$9.63B
$2.93M 0.01%
25,824
-5,118
ITOT icon
522
iShares Core S&P Total US Stock Market ETF
ITOT
$82.1B
$2.92M 0.01%
21,660
+3,771
UGI icon
523
UGI
UGI
$8.06B
$2.92M 0.01%
80,080
+1,860
XLV icon
524
State Street Health Care Select Sector SPDR ETF
XLV
$41.1B
$2.9M 0.01%
21,526
+1,034
FIS icon
525
Fidelity National Information Services
FIS
$32.8B
$2.9M 0.01%
35,617
+1,819
19 20
21
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