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
1101
$424K ﹤0.01%
3,253
-80
1102
$423K ﹤0.01%
6,291
+1,496
1103
$423K ﹤0.01%
13,375
+1,398
1104
$422K ﹤0.01%
6,788
+88
1105
$422K ﹤0.01%
1,014
+27
1106
$419K ﹤0.01%
61,691
+3,366
1107
$415K ﹤0.01%
29,523
-2,151,848
1108
$415K ﹤0.01%
9,879
+3,670
1109
$414K ﹤0.01%
12,556
-1,500
1110
$412K ﹤0.01%
4,857
-2,205
1111
$412K ﹤0.01%
1,824
+725
1112
$411K ﹤0.01%
3,362
+104
1113
$410K ﹤0.01%
10,865
+4,126
1114
$409K ﹤0.01%
20,235
-1,750
1115
$408K ﹤0.01%
11,947
+379
1116
$404K ﹤0.01%
5,531
-64
1117
$401K ﹤0.01%
8,454
+1,211
1118
$401K ﹤0.01%
396
+25
1119
$400K ﹤0.01%
2,485
+289
1120
$399K ﹤0.01%
1,213
+443
1121
$398K ﹤0.01%
6,672
-162
1122
$398K ﹤0.01%
15,120
+4,536
1123
$397K ﹤0.01%
14,193
-317
1124
$397K ﹤0.01%
5,500
-2,195
1125
$397K ﹤0.01%
7,180
-1
43 44
45
46 47