M&T Bank Portfolio holdings
AUM
$29.7B
1-Year Est. Return
18.22%
1 Year Est. Return
+18.22%
AUM
$29.1B
AUM Growth
+$1.65B
(+6%)
Holding
1,586
Top Buys
| 1 | +$38.1M | |
| 2 | +$30.1M | |
| 3 | +$24.6M | |
| 4 |
UnitedHealth
UNH
|
+$21.6M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$17.7M |
Top Sells
| 1 | +$50.4M | |
| 2 | +$44.6M | |
| 3 | +$43.2M | |
| 4 |
Merck
MRK
|
+$30.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Deere & Co
DE
$130B
| $76.3M | 0.26% |
150,084
+1,196
|
|
||
77
Invesco QQQ Trust
QQQ
$408B
| $76.3M | 0.26% |
138,319
-5,333
|
|
||
78
Vanguard Small-Cap ETF
VB
$69.4B
| $73.9M | 0.25% |
311,926
+31,461
|
|
||
79
TSMC
TSM
$1.53T
| $72.5M | 0.25% |
319,890
+66,633
|
|
||
80
American Electric Power
AEP
$63.1B
| $72M | 0.25% |
694,026
+32,299
|
|
||
81
NextEra Energy
NEE
$177B
| $70.8M | 0.24% |
1,019,547
-19,718
|
|
||
82
Accenture
ACN
$169B
| $70.4M | 0.24% |
235,631
-3,762
|
|
||
83
iShares MSCI EAFE Growth ETF
EFG
$9.48B
| $69.3M | 0.24% |
618,385
-37,309
|
|
||
84
iShares Core MSCI Total International Stock ETF
IXUS
$51.1B
| $68.1M | 0.23% |
880,514
-17,416
|
|
||
85
Lowe's Companies
LOW
$139B
| $67.7M | 0.23% |
305,103
-5,381
|
|
||
86
Booking.com
BKNG
$163B
| $65.5M | 0.22% |
11,306
-81
|
|
||
87
EOG Resources
EOG
$60.5B
| $65.4M | 0.22% |
546,464
-7,451
|
|
||
88
Amgen
AMGN
$186B
| $64.6M | 0.22% |
231,486
-61,355
|
|
||
89
Walmart
WMT
$912B
| $64.2M | 0.22% |
656,728
-23,359
|
|
||
90
iShares ESG Optimized MSCI USA ETF
SUSA
$3.72B
| $63.8M | 0.22% |
503,649
-12,401
|
|
||
91
Pfizer
PFE
$145B
| $62.3M | 0.21% |
2,568,968
+40,612
|
|
||
92
MetLife
MET
$51.1B
| $62.2M | 0.21% |
773,766
-7,636
|
|
||
93
Emerson Electric
EMR
$75.8B
| $61.4M | 0.21% |
460,506
-29,705
|
|
||
94
American Tower
AMT
$82.5B
| $61.1M | 0.21% |
276,551
+38,963
|
|
||
95
Verizon
VZ
$171B
| $60.8M | 0.21% |
1,404,433
-16,297
|
|
||
96
iShares S&P Small-Cap 600 Value ETF
IJS
$6.72B
| $59.2M | 0.2% |
595,125
-56,894
|
|
||
97
Phillips 66
PSX
$56.3B
| $58.8M | 0.2% |
493,201
-14,082
|
|
||
98
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
| $58.6M | 0.2% |
707,667
+43,209
|
|
||
99
Honeywell
HON
$123B
| $58M | 0.2% |
249,180
-893
|
|
||
100
TJX Companies
TJX
$167B
| $57.6M | 0.2% |
466,528
-14,046
|
|