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
CRM icon
126
Salesforce
CRM
$227B
$43.5M 0.15%
159,684
-16,156
TT icon
127
Trane Technologies
TT
$90.7B
$42.7M 0.15%
97,697
-1,127
IWR icon
128
iShares Russell Mid-Cap ETF
IWR
$45.8B
$41.5M 0.14%
451,557
-33,141
NOW icon
129
ServiceNow
NOW
$173B
$41.1M 0.14%
39,938
+3,307
VYM icon
130
Vanguard High Dividend Yield ETF
VYM
$68.1B
$40.7M 0.14%
305,503
-6,149
INTU icon
131
Intuit
INTU
$180B
$40.7M 0.14%
51,612
-149
MMM icon
132
3M
MMM
$91.9B
$40.5M 0.14%
265,978
-3,428
TMO icon
133
Thermo Fisher Scientific
TMO
$218B
$40.3M 0.14%
99,360
-5,318
UBER icon
134
Uber
UBER
$188B
$39.8M 0.14%
426,163
+52,002
EEM icon
135
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$39.7M 0.14%
822,178
-24,538
ORI icon
136
Old Republic International
ORI
$10.9B
$39.6M 0.14%
1,030,911
-17,992
VFH icon
137
Vanguard Financials ETF
VFH
$13.1B
$39.2M 0.13%
307,655
-46,246
UL icon
138
Unilever
UL
$146B
$38.8M 0.13%
634,266
-14,335
BMY icon
139
Bristol-Myers Squibb
BMY
$104B
$37.6M 0.13%
812,675
-23,588
VTEB icon
140
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$37.5M 0.13%
764,792
+3,542
NVT icon
141
nVent Electric
NVT
$16.9B
$37M 0.13%
504,487
-208,287
ZTS icon
142
Zoetis
ZTS
$54B
$36.9M 0.13%
236,648
-15,766
NSC icon
143
Norfolk Southern
NSC
$66B
$36.8M 0.13%
143,827
-508
PNC icon
144
PNC Financial Services
PNC
$77.6B
$36.7M 0.13%
197,053
-9,414
ISRG icon
145
Intuitive Surgical
ISRG
$202B
$35.8M 0.12%
65,839
-460
VNQ icon
146
Vanguard Real Estate ETF
VNQ
$34.1B
$35.8M 0.12%
401,571
-23,185
VIG icon
147
Vanguard Dividend Appreciation ETF
VIG
$101B
$34.1M 0.12%
166,446
-4,906
DES icon
148
WisdomTree US SmallCap Dividend Fund
DES
$1.87B
$34M 0.12%
1,071,307
-10,043
VTI icon
149
Vanguard Total Stock Market ETF
VTI
$565B
$33.9M 0.12%
111,681
-1,794
EAGG icon
150
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.31B
$33.1M 0.11%
696,903
-23,450
4 5
6
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