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
BBWI icon
1351
Bath & Body Works
BBWI
$3.91B
$250K ﹤0.01%
8,334
-1,797
SIGI icon
1352
Selective Insurance
SIGI
$4.66B
$249K ﹤0.01%
2,874
+414
CG icon
1353
Carlyle Group
CG
$20.3B
$249K ﹤0.01%
4,835
-350
JAZZ icon
1354
Jazz Pharmaceuticals
JAZZ
$10B
$247K ﹤0.01%
2,324
-878
SRRK icon
1355
Scholar Rock
SRRK
$4.61B
$247K ﹤0.01%
6,966
+288
PATH icon
1356
UiPath
PATH
$9.49B
$247K ﹤0.01%
19,313
-3,273
BNL icon
1357
Broadstone Net Lease
BNL
$3.31B
$246K ﹤0.01%
15,334
+247
MDYV icon
1358
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.44B
$245K ﹤0.01%
+3,090
HMC icon
1359
Honda
HMC
$38.5B
$245K ﹤0.01%
8,503
+14
SSB icon
1360
SouthState Bank Corp
SSB
$9.3B
$245K ﹤0.01%
+2,665
BLD icon
1361
TopBuild
BLD
$12.3B
$245K ﹤0.01%
756
-286
VOE icon
1362
Vanguard Mid-Cap Value ETF
VOE
$19.7B
$244K ﹤0.01%
+1,482
COOP
1363
DELISTED
Mr. Cooper
COOP
$243K ﹤0.01%
+1,633
XFLT
1364
XAI Octagon Floating Rate and Alternative Income Trust
XFLT
$352M
$243K ﹤0.01%
42,933
TXG icon
1365
10x Genomics
TXG
$2.27B
$241K ﹤0.01%
+20,886
AMTM
1366
Amentum Holdings
AMTM
$7.13B
$241K ﹤0.01%
+10,219
INSM icon
1367
Insmed
INSM
$43.4B
$240K ﹤0.01%
2,384
-909
FLRN icon
1368
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.65B
$240K ﹤0.01%
+7,796
SITM icon
1369
SiTime
SITM
$9.49B
$240K ﹤0.01%
+1,124
POST icon
1370
Post Holdings
POST
$5.12B
$240K ﹤0.01%
2,200
-140
ESNT icon
1371
Essent Group
ESNT
$5.93B
$239K ﹤0.01%
+3,943
AKR icon
1372
Acadia Realty Trust
AKR
$2.59B
$239K ﹤0.01%
12,870
+2,709
BKH icon
1373
Black Hills Corp
BKH
$5.34B
$239K ﹤0.01%
+4,245
MSM icon
1374
MSC Industrial Direct
MSM
$4.61B
$238K ﹤0.01%
2,805
-288
FLS icon
1375
Flowserve
FLS
$9.2B
$238K ﹤0.01%
4,537
-2,845
53 54
55
56 57