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
$23.8B
AUM Growth
+$1.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,580
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$27.4M
3
+$20.2M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$16.8M
5
CMS icon
CMS Energy
CMS
+$15.3M

Top Sells

1
+$30.2M
2
+$22.8M
3
+$16.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$13.8M
5
GE icon
GE Aerospace
GE
+$13M

Sector Composition

1 Technology 14.53%
2 Financials 10%
3 Healthcare 8.58%
4 Consumer Discretionary 5.6%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$516K ﹤0.01%
19,023
-3,000
1002
$515K ﹤0.01%
7,530
-3,125
1003
$514K ﹤0.01%
7,267
-4
1004
$513K ﹤0.01%
11,188
+872
1005
$513K ﹤0.01%
4,851
+2,768
1006
$512K ﹤0.01%
7,129
+21
1007
$512K ﹤0.01%
11,689
-384
1008
$510K ﹤0.01%
17,766
+1,399
1009
$509K ﹤0.01%
12,050
1010
$508K ﹤0.01%
2,777
+702
1011
$506K ﹤0.01%
7,250
+843
1012
$504K ﹤0.01%
6,000
1013
$503K ﹤0.01%
20,036
+1,089
1014
$502K ﹤0.01%
4,100
1015
$502K ﹤0.01%
196,620
-1,135
1016
$502K ﹤0.01%
14,898
1017
$501K ﹤0.01%
2,088
-141
1018
$501K ﹤0.01%
82,014
+39
1019
$500K ﹤0.01%
13,566
-150
1020
$499K ﹤0.01%
8,220
+456
1021
$497K ﹤0.01%
5,363
-3,835
1022
$496K ﹤0.01%
7,158
-144
1023
$496K ﹤0.01%
31,281
1024
$494K ﹤0.01%
+17,652
1025
$493K ﹤0.01%
18,958
+932
39 40
41
42 43