M&T Bank Portfolio holdings
AUM
$29.1B
1-Year Return
16.72%
This Quarter Return
+21.53%
1 Year Return
+16.72%
3 Year Return
+64.24%
5 Year Return
+110.22%
10 Year Return
+221.4%
AUM
$18.7B
AUM Growth
+$1.75B
(+10%)
Cap. Flow
-$1.4B
Cap. Flow
% of AUM
-7.5%
Top 10 Holdings %
Top 10 Hldgs %
27.21%
Holding
1,650
New
146
Increased
549
Reduced
738
Closed
143
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$83.4M |
| 2 |
Vanguard Total Bond Market
BND
|
+$28.9M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$23.9M |
| 4 |
Home Depot
HD
|
+$15.1M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$12.1M |
Top Sells
| 1 |
PayPal
PYPL
|
+$396M |
| 2 |
eBay
EBAY
|
+$124M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$57.1M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$54.3M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$43.1M |
Sector Composition
| 1 | Technology | 12.09% |
| 2 | Financials | 9.93% |
| 3 | Healthcare | 8.87% |
| 4 | Consumer Discretionary | 5.33% |
| 5 | Consumer Staples | 5.13% |
