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
751
$924K ﹤0.01%
8,927
+504
752
$920K ﹤0.01%
60,091
-247
753
$920K ﹤0.01%
22,776
-2,243
754
$915K ﹤0.01%
24,694
-1,072
755
$913K ﹤0.01%
9,388
-1,398
756
$904K ﹤0.01%
29,054
+8,374
757
$900K ﹤0.01%
4,034
+51
758
$900K ﹤0.01%
26,395
-1,805
759
$897K ﹤0.01%
48,843
-791
760
$897K ﹤0.01%
5,443
-1,422
761
$897K ﹤0.01%
12,913
-62
762
$890K ﹤0.01%
8,938
-1,458
763
$886K ﹤0.01%
11,924
+864
764
$884K ﹤0.01%
287,965
-17,130
765
$884K ﹤0.01%
12,054
+2,419
766
$884K ﹤0.01%
14,385
-640
767
$881K ﹤0.01%
9,081
+87
768
$880K ﹤0.01%
31,994
-2,713
769
$876K ﹤0.01%
11,561
-479
770
$875K ﹤0.01%
18,304
+1,120
771
$865K ﹤0.01%
36,655
-157
772
$854K ﹤0.01%
19,566
-1,040
773
$852K ﹤0.01%
9,266
-963
774
$845K ﹤0.01%
13,835
775
$843K ﹤0.01%
48,605
-4,230
29 30
31
32 33