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
SHW icon
101
Sherwin-Williams
SHW
$84.1B
$56.3M 0.19%
164,088
-7,027
IJT icon
102
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.44B
$55.8M 0.19%
419,261
-27,359
AGG icon
103
iShares Core US Aggregate Bond ETF
AGG
$135B
$55.4M 0.19%
558,748
-49,887
NFLX icon
104
Netflix
NFLX
$441B
$54.8M 0.19%
409,150
-9,860
AMAT icon
105
Applied Materials
AMAT
$214B
$54M 0.19%
295,042
+5,653
VTV icon
106
Vanguard Value ETF
VTV
$154B
$53.3M 0.18%
301,395
+4,326
GE icon
107
GE Aerospace
GE
$304B
$52.5M 0.18%
204,081
+13,580
AXP icon
108
American Express
AXP
$254B
$52.4M 0.18%
164,364
-4,847
AVB icon
109
AvalonBay Communities
AVB
$25.7B
$51.2M 0.18%
251,725
-2,255
TGT icon
110
Target
TGT
$41.2B
$51.1M 0.18%
517,672
+118,743
SBUX icon
111
Starbucks
SBUX
$99.1B
$51.1M 0.18%
557,176
-32,612
VLUE icon
112
iShares MSCI USA Value Factor ETF
VLUE
$8.86B
$51M 0.18%
450,119
-105,660
JPLD icon
113
JPMorgan Limited Duration Bond ETF
JPLD
$3.03B
$50.8M 0.17%
972,751
-30,130
TXN icon
114
Texas Instruments
TXN
$166B
$50M 0.17%
240,706
-14,420
DOW icon
115
Dow Inc
DOW
$16.9B
$49.6M 0.17%
1,874,764
-46,374
FLXR
116
TCW Flexible Income ETF
FLXR
$2.25B
$49.6M 0.17%
1,257,737
-40,527
CME icon
117
CME Group
CME
$98.9B
$48M 0.17%
174,237
+612
VLO icon
118
Valero Energy
VLO
$54B
$47.4M 0.16%
352,928
-3,227
ESGD icon
119
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.7B
$47.3M 0.16%
530,265
-2,012
ADBE icon
120
Adobe
ADBE
$137B
$46.9M 0.16%
121,310
-11,653
MDT icon
121
Medtronic
MDT
$131B
$46.1M 0.16%
528,620
+21,593
WM icon
122
Waste Management
WM
$87.1B
$44.4M 0.15%
193,880
-2,928
IWP icon
123
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$44.2M 0.15%
318,390
-9,966
DUK icon
124
Duke Energy
DUK
$92.2B
$43.6M 0.15%
369,776
+33,457
VUG icon
125
Vanguard Growth ETF
VUG
$202B
$43.6M 0.15%
99,497
-13,559
3 4
5
6 7