M&T Bank

M&T Bank Portfolio holdings

AUM $31.1B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.1B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$53.4M
3
+$36.6M
4
AAPL icon
Apple
AAPL
+$36M
5
MSFT icon
Microsoft
MSFT
+$30.3M

Top Sells

1
+$88.3M
2
+$29.6M
3
+$27.7M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$17M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$16.7M

Sector Composition

1 Technology 17.45%
2 Financials 9.02%
3 Healthcare 6.25%
4 Industrials 5.05%
5 Communication Services 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OKTA icon
1201
Okta
OKTA
$14.1B
$435K ﹤0.01%
5,032
+1,287
INSP icon
1202
Inspire Medical Systems
INSP
$1.79B
$434K ﹤0.01%
+4,708
CAR icon
1203
Avis
CAR
$3.42B
$433K ﹤0.01%
3,379
+491
PEN icon
1204
Penumbra
PEN
$13.4B
$433K ﹤0.01%
1,393
+587
FSV icon
1205
FirstService
FSV
$6.89B
$433K ﹤0.01%
+2,783
MASI icon
1206
Masimo
MASI
$9.16B
$432K ﹤0.01%
3,324
+317
ILCB icon
1207
iShares Morningstar US Equity ETF
ILCB
$1.14B
$429K ﹤0.01%
4,550
CCK icon
1208
Crown Holdings
CCK
$12.2B
$424K ﹤0.01%
4,127
+1,339
QXO
1209
QXO Inc
QXO
$16.2B
$424K ﹤0.01%
21,943
-257
KBWB icon
1210
Invesco KBW Bank ETF
KBWB
$5.57B
$421K ﹤0.01%
5,000
GATX icon
1211
GATX Corp
GATX
$6.45B
$421K ﹤0.01%
2,482
-102
CWEN icon
1212
Clearway Energy Class C
CWEN
$4.52B
$421K ﹤0.01%
12,661
+4,129
OGE icon
1213
OGE Energy
OGE
$9.95B
$421K ﹤0.01%
9,855
+1,584
RRC icon
1214
Range Resources
RRC
$9.85B
$421K ﹤0.01%
11,929
+6,370
NOK icon
1215
Nokia
NOK
$43.8B
$421K ﹤0.01%
64,995
-899
EPS icon
1216
WisdomTree US LargeCap Fund
EPS
$1.37B
$420K ﹤0.01%
5,925
WING icon
1217
Wingstop
WING
$6.5B
$420K ﹤0.01%
1,761
+733
FHB icon
1218
First Hawaiian
FHB
$3.06B
$419K ﹤0.01%
16,575
+1,073
LYFT icon
1219
Lyft
LYFT
$5.25B
$419K ﹤0.01%
21,651
+5,297
TU icon
1220
Telus
TU
$21.5B
$418K ﹤0.01%
31,761
-1,002
SEE icon
1221
Sealed Air
SEE
$6.18B
$418K ﹤0.01%
10,087
+1,015
SCHM icon
1222
Schwab US Mid-Cap ETF
SCHM
$13B
$416K ﹤0.01%
13,818
ENS icon
1223
EnerSys
ENS
$5.96B
$415K ﹤0.01%
+2,828
KRE icon
1224
State Street SPDR S&P Regional Banking ETF
KRE
$3.99B
$414K ﹤0.01%
6,391
NSA icon
1225
National Storage Affiliates Trust
NSA
$2.62B
$414K ﹤0.01%
+14,659
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