M&T Bank Portfolio holdings
AUM
$29.1B
This Quarter Return
+3.93%
1 Year Return
+16.72%
3 Year Return
+64.24%
5 Year Return
+110.22%
10 Year Return
+221.4%
AUM
$2.39B
AUM Growth
+$2.39B
(-0.83%)
Cap. Flow
-$40M
Cap. Flow
% of AUM
-1.67%
Top 10 Holdings %
Top 10 Hldgs %
31.5%
Holding
1,248
New
35
Increased
237
Reduced
305
Closed
164
Top Buys
| 1 |
Apple
AAPL
|
$40M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$8.76M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$6.6M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$3.88M |
| 5 |
Union Pacific
UNP
|
$3.75M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$31.5M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$7.68M |
| 3 |
Bristol-Myers Squibb
BMY
|
$7.02M |
| 4 |
ConocoPhillips
COP
|
$5.98M |
| 5 |
Pfizer
PFE
|
$5.5M |
Sector Composition
| 1 | Financials | 15.31% |
| 2 | Healthcare | 11.43% |
| 3 | Energy | 9.65% |
| 4 | Industrials | 9.46% |
| 5 | Consumer Staples | 9.31% |