M&T Bank

M&T Bank Portfolio holdings

AUM $31.1B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.1B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$53.4M
3
+$36.6M
4
AAPL icon
Apple
AAPL
+$36M
5
MSFT icon
Microsoft
MSFT
+$30.3M

Top Sells

1
+$88.3M
2
+$29.6M
3
+$27.7M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$17M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$16.7M

Sector Composition

1 Technology 17.45%
2 Financials 9.02%
3 Healthcare 6.25%
4 Industrials 5.05%
5 Communication Services 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
126
Bristol-Myers Squibb
BMY
$127B
$41.9M 0.13%
776,683
+13,307
IWP icon
127
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$41.7M 0.13%
304,628
-9,408
WM icon
128
Waste Management
WM
$98.4B
$41.2M 0.13%
187,747
+4,347
MMM icon
129
3M
MMM
$84.7B
$40.9M 0.13%
255,405
+2,571
NSC icon
130
Norfolk Southern
NSC
$71.4B
$40.8M 0.13%
141,192
+2,123
IWR icon
131
iShares Russell Mid-Cap ETF
IWR
$49.1B
$40.7M 0.13%
423,095
-8,111
VTEB icon
132
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$39.9M 0.13%
793,591
+6,342
EAGG icon
133
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.58B
$39.7M 0.13%
828,955
+24,788
CRM icon
134
Salesforce
CRM
$181B
$38.4M 0.12%
144,934
-1,149
VTI icon
135
Vanguard Total Stock Market ETF
VTI
$581B
$38.1M 0.12%
113,690
+920
TT icon
136
Trane Technologies
TT
$98.5B
$37.8M 0.12%
97,208
+3,205
VNQ icon
137
Vanguard Real Estate ETF
VNQ
$36.7B
$37.7M 0.12%
426,207
+18,584
NFLX icon
138
Netflix
NFLX
$417B
$37.6M 0.12%
400,764
+57,414
PNC icon
139
PNC Financial Services
PNC
$86.5B
$37.2M 0.12%
178,448
-779
AMT icon
140
American Tower
AMT
$89.3B
$36.5M 0.12%
208,130
+252
PLTR icon
141
Palantir
PLTR
$366B
$36.3M 0.12%
204,462
+30,601
VFH icon
142
Vanguard Financials ETF
VFH
$12.9B
$36.2M 0.12%
270,833
-2,949
UL icon
143
Unilever
UL
$151B
$35.7M 0.11%
545,813
+22,562
ISRG icon
144
Intuitive Surgical
ISRG
$178B
$35.5M 0.11%
62,741
+4,359
DES icon
145
WisdomTree US SmallCap Dividend Fund
DES
$2.02B
$35.4M 0.11%
1,057,047
-27,990
UBER icon
146
Uber
UBER
$158B
$35.3M 0.11%
432,616
+32,928
USB icon
147
US Bancorp
USB
$84.5B
$34.9M 0.11%
654,909
-768
DVY icon
148
iShares Select Dividend ETF
DVY
$22.6B
$34.7M 0.11%
245,576
+7,927
ADBE icon
149
Adobe
ADBE
$112B
$33.9M 0.11%
96,823
-7,574
VIG icon
150
Vanguard Dividend Appreciation ETF
VIG
$104B
$33.7M 0.11%
153,212
-6,493
4 5
6
7 8