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
$29.7B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,585
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$25.4M
3
+$18.5M
4
UNP icon
Union Pacific
UNP
+$12.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$8.36M

Top Sells

1
+$72.5M
2
+$64.9M
3
+$62.1M
4
AVGO icon
Broadcom
AVGO
+$53.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$42.4M

Sector Composition

1 Technology 17.33%
2 Financials 8.85%
3 Healthcare 5.73%
4 Industrials 4.94%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QXO
1051
QXO Inc
QXO
$13.9B
$423K ﹤0.01%
+22,200
KEX icon
1052
Kirby Corp
KEX
$6.07B
$422K ﹤0.01%
5,054
-286
ILCB icon
1053
iShares Morningstar US Equity ETF
ILCB
$1.17B
$421K ﹤0.01%
4,550
-2,045
GIL icon
1054
Gildan
GIL
$10.8B
$420K ﹤0.01%
7,271
+414
TAP icon
1055
Molson Coors Class B
TAP
$9B
$419K ﹤0.01%
9,251
-1,782
IWX icon
1056
iShares Russell Top 200 Value ETF
IWX
$3.03B
$418K ﹤0.01%
4,753
PJT icon
1057
PJT Partners
PJT
$4.12B
$416K ﹤0.01%
2,340
+38
IEF icon
1058
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$416K ﹤0.01%
4,315
-139
SNDK
1059
Sandisk
SNDK
$31.5B
$416K ﹤0.01%
+3,704
CEF icon
1060
Sprott Physical Gold and Silver Trust
CEF
$8.05B
$414K ﹤0.01%
11,286
+3,986
RBA icon
1061
RB Global
RBA
$18.2B
$414K ﹤0.01%
3,814
-2,466
QTWO icon
1062
Q2 Holdings
QTWO
$4.58B
$413K ﹤0.01%
5,699
+1,533
FULT icon
1063
Fulton Financial
FULT
$3.42B
$412K ﹤0.01%
22,100
+555
SCHM icon
1064
Schwab US Mid-Cap ETF
SCHM
$12.3B
$410K ﹤0.01%
13,818
EPS icon
1065
WisdomTree US LargeCap Fund
EPS
$1.32B
$408K ﹤0.01%
5,925
SAFE
1066
Safehold
SAFE
$955M
$405K ﹤0.01%
26,172
-2,565
ACWI icon
1067
iShares MSCI ACWI ETF
ACWI
$24.4B
$405K ﹤0.01%
2,931
+901
KRE icon
1068
State Street SPDR S&P Regional Banking ETF
KRE
$3.51B
$405K ﹤0.01%
6,391
PDFS icon
1069
PDF Solutions
PDFS
$1.14B
$404K ﹤0.01%
15,657
-2
KBH icon
1070
KB Home
KBH
$4.16B
$403K ﹤0.01%
6,341
+2,335
FHN icon
1071
First Horizon
FHN
$11.2B
$403K ﹤0.01%
17,823
-5,540
PHG icon
1072
Philips
PHG
$25.3B
$402K ﹤0.01%
14,729
+457
WSO icon
1073
Watsco Inc
WSO
$14.1B
$398K ﹤0.01%
985
-304
LYG icon
1074
Lloyds Banking Group
LYG
$76B
$398K ﹤0.01%
87,682
+6,180
EQNR icon
1075
Equinor
EQNR
$58.4B
$397K ﹤0.01%
16,265
+422
41 42
43
44 45