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
$20B
AUM Growth
+$899M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Buys

1
+$746M
2
+$281M
3
+$23M
4
CCI icon
Crown Castle
CCI
+$13.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.8M

Top Sells

1
+$44M
2
+$18.5M
3
+$16.9M
4
OXY icon
Occidental Petroleum
OXY
+$15.9M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$9.47M

Sector Composition

1 Financials 13.54%
2 Technology 8.95%
3 Healthcare 8%
4 Consumer Discretionary 5.75%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$290K ﹤0.01%
8,812
-15,638
1227
$290K ﹤0.01%
1,496
-184
1228
$290K ﹤0.01%
12,187
+4,071
1229
$289K ﹤0.01%
9,182
1230
$288K ﹤0.01%
2,280
+554
1231
$286K ﹤0.01%
12,438
+2,039
1232
$285K ﹤0.01%
14,642
1233
$284K ﹤0.01%
14,210
-184
1234
$283K ﹤0.01%
60,664
+106
1235
$283K ﹤0.01%
3,289
+307
1236
$283K ﹤0.01%
2,876
-585
1237
$283K ﹤0.01%
1,400
+41
1238
$283K ﹤0.01%
5,932
-145
1239
$282K ﹤0.01%
12,289
+612
1240
$282K ﹤0.01%
12,365
+1,944
1241
$281K ﹤0.01%
4,279
-43
1242
$281K ﹤0.01%
3,500
-9
1243
$280K ﹤0.01%
14,629
+288
1244
$278K ﹤0.01%
3,797
+148
1245
$277K ﹤0.01%
+6,888
1246
$277K ﹤0.01%
8,163
+1,737
1247
$276K ﹤0.01%
9,057
-12,534
1248
$276K ﹤0.01%
891
+194
1249
$275K ﹤0.01%
20,000
+58
1250
$275K ﹤0.01%
5,735
-4,307
48 49
50
51 52