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
AMKR icon
826
Amkor Technology
AMKR
$10.7B
$1.08M ﹤0.01%
51,337
-1,479
VRRM icon
827
Verra Mobility
VRRM
$3.42B
$1.05M ﹤0.01%
41,476
+1,463
THC icon
828
Tenet Healthcare
THC
$18.6B
$1.05M ﹤0.01%
5,958
+236
FLEX icon
829
Flex
FLEX
$22.6B
$1.05M ﹤0.01%
20,935
-741
IMCV icon
830
iShares Morningstar Mid-Cap Value ETF
IMCV
$898M
$1.04M ﹤0.01%
13,727
-533
SOFI icon
831
SoFi Technologies
SOFI
$35.6B
$1.04M ﹤0.01%
57,056
-1,130
HLNE icon
832
Hamilton Lane
HLNE
$5.43B
$1.03M ﹤0.01%
7,273
-51
MGV icon
833
Vanguard Mega Cap Value ETF
MGV
$10.5B
$1.03M ﹤0.01%
7,855
-130
UTL icon
834
Unitil
UTL
$865M
$1.03M ﹤0.01%
19,757
+314
DTE icon
835
DTE Energy
DTE
$27.4B
$1.03M ﹤0.01%
7,746
+223
DLB icon
836
Dolby
DLB
$6.31B
$1.02M ﹤0.01%
13,756
+10,161
TPL icon
837
Texas Pacific Land
TPL
$21.1B
$1.01M ﹤0.01%
959
-6
ZS icon
838
Zscaler
ZS
$38.7B
$1.01M ﹤0.01%
3,219
+273
DFH icon
839
Dream Finders Homes
DFH
$1.77B
$1.01M ﹤0.01%
40,063
+6,460
ZBRA icon
840
Zebra Technologies
ZBRA
$13.3B
$1.01M ﹤0.01%
3,264
+515
ICLR icon
841
Icon
ICLR
$14.2B
$1.01M ﹤0.01%
6,922
-23,026
EXE
842
Expand Energy Corp
EXE
$29.1B
$996K ﹤0.01%
8,516
+1,593
AN icon
843
AutoNation
AN
$7.8B
$991K ﹤0.01%
4,990
-481
UCB
844
United Community Banks
UCB
$3.81B
$984K ﹤0.01%
33,060
+132
REXR icon
845
Rexford Industrial Realty
REXR
$9.59B
$982K ﹤0.01%
27,597
+740
DFUV icon
846
Dimensional US Marketwide Value ETF
DFUV
$12.7B
$981K ﹤0.01%
23,205
ILMN icon
847
Illumina
ILMN
$19.5B
$979K ﹤0.01%
10,255
+3,519
USPH icon
848
US Physical Therapy
USPH
$1.16B
$975K ﹤0.01%
12,460
+4,530
RLI icon
849
RLI Corp
RLI
$5.8B
$974K ﹤0.01%
13,489
-245
FCPT icon
850
Four Corners Property Trust
FCPT
$2.48B
$971K ﹤0.01%
36,082
+387
32 33
34
35 36