M&T Bank Portfolio holdings
AUM
$29.1B
1-Year Return
16.72%
This Quarter Return
+4.03%
1 Year Return
+16.72%
3 Year Return
+64.24%
5 Year Return
+110.22%
10 Year Return
+221.4%
AUM
$2.1B
AUM Growth
+$33.6M
(+1.6%)
Cap. Flow
-$34.6M
Cap. Flow
% of AUM
-1.65%
Top 10 Holdings %
Top 10 Hldgs %
31.51%
Holding
1,120
New
68
Increased
144
Reduced
385
Closed
80
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$32.9M |
| 2 |
AB InBev
BUD
|
+$3.65M |
| 3 |
Zoetis
ZTS
|
+$2.19M |
| 4 |
American Tower
AMT
|
+$1.73M |
| 5 |
Carnival Corp
CCL
|
+$1.44M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$5.76M |
| 2 |
iShares Core High Dividend ETF
HDV
|
+$3.76M |
| 3 |
Exxon Mobil
XOM
|
+$3.41M |
| 4 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$2.94M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$2.72M |
Sector Composition
| 1 | Financials | 15.57% |
| 2 | Healthcare | 12.1% |
| 3 | Consumer Staples | 11.22% |
| 4 | Energy | 11.07% |
| 5 | Industrials | 9.69% |
