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
$17.4B
AUM Growth
-$2.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,560
New
Increased
Reduced
Closed

Top Buys

1
+$202M
2
+$87.1M
3
+$79.1M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$64.1M
5
BND icon
Vanguard Total Bond Market
BND
+$42.5M

Top Sells

1
+$188M
2
+$62.2M
3
+$24.1M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$20.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$19.9M

Sector Composition

1 Financials 11.93%
2 Healthcare 9.17%
3 Technology 7.89%
4 Industrials 5.37%
5 Consumer Staples 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-3,031
1502
– –
-3,396
1503
– –
-6,057
1504
– –
-4,335
1505
– –
-8,000
1506
– –
-3,258
1507
– –
-13,760
1508
– –
-4,806
1509
– –
-3,851
1510
– –
-7,454
1511
– –
-10,465
1512
– –
-4,217
1513
– –
-15,037
1514
– –
-2,053
1515
– –
-15,531
1516
– –
-2,963
1517
– –
-34,217
1518
– –
-5,096
1519
– –
-9,169
1520
– –
-6,521
1521
– –
-8,144
1522
– –
-17,772
1523
– –
-6,010
1524
– –
-8,701
1525
– –
-4,568
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