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
BIL icon
1076
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$503K ﹤0.01%
5,484
-1,591
LAD icon
1077
Lithia Motors
LAD
$7.88B
$503K ﹤0.01%
1,488
+35
IHI icon
1078
iShares US Medical Devices ETF
IHI
$4.27B
$502K ﹤0.01%
8,020
+400
MRNA icon
1079
Moderna
MRNA
$9.96B
$502K ﹤0.01%
18,187
-821
MKTX icon
1080
MarketAxess Holdings
MKTX
$6.21B
$502K ﹤0.01%
2,247
+491
CRVL icon
1081
CorVel
CRVL
$3.6B
$500K ﹤0.01%
4,866
-241
CRS icon
1082
Carpenter Technology
CRS
$15.7B
$498K ﹤0.01%
1,801
+260
THG icon
1083
Hanover Insurance
THG
$6.35B
$495K ﹤0.01%
2,916
-865
UI icon
1084
Ubiquiti
UI
$34.4B
$495K ﹤0.01%
1,204
+30
FHN icon
1085
First Horizon
FHN
$11.2B
$495K ﹤0.01%
23,363
-1,399
UMBF icon
1086
UMB Financial
UMBF
$8.77B
$493K ﹤0.01%
4,690
+2,345
EBC icon
1087
Eastern Bankshares
EBC
$4.25B
$491K ﹤0.01%
32,200
+403
IMCB icon
1088
iShares Morningstar Mid-Cap ETF
IMCB
$1.38B
$491K ﹤0.01%
6,162
+2,526
TKO icon
1089
TKO Group
TKO
$15.9B
$490K ﹤0.01%
2,700
-17
TRI icon
1090
Thomson Reuters
TRI
$59.4B
$490K ﹤0.01%
2,437
+37
PLNT icon
1091
Planet Fitness
PLNT
$9.08B
$490K ﹤0.01%
4,488
+154
DFAT icon
1092
Dimensional US Targeted Value ETF
DFAT
$11.9B
$489K ﹤0.01%
9,053
NOVT icon
1093
Novanta
NOVT
$4.18B
$488K ﹤0.01%
3,785
+236
BF.B icon
1094
Brown-Forman Class B
BF.B
$14B
$486K ﹤0.01%
18,039
-2,575
VTIP icon
1095
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$484K ﹤0.01%
9,632
+57
DT icon
1096
Dynatrace
DT
$13.4B
$484K ﹤0.01%
8,762
-19,889
ESI icon
1097
Element Solutions
ESI
$6.36B
$483K ﹤0.01%
21,306
-3,272
CAVA icon
1098
CAVA Group
CAVA
$6.32B
$481K ﹤0.01%
5,713
-2,242
CNH
1099
CNH Industrial
CNH
$11.8B
$475K ﹤0.01%
36,658
-1,327
MTDR icon
1100
Matador Resources
MTDR
$5.55B
$475K ﹤0.01%
9,956
-4,385
42 43
44
45 46