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
$18.7B
AUM Growth
+$1.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,650
New
Increased
Reduced
Closed

Top Buys

1
+$83.4M
2
+$28.9M
3
+$23.9M
4
HD icon
Home Depot
HD
+$15.1M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$12.1M

Top Sells

1
+$396M
2
+$124M
3
+$57.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$54.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$43.1M

Sector Composition

1 Technology 12.09%
2 Financials 9.93%
3 Healthcare 8.87%
4 Consumer Discretionary 5.33%
5 Consumer Staples 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-19,864
1502
– –
-1,265
1503
– –
-12,032
1504
– –
-8
1505
– –
-200
1506
– –
-300,000
1507
– –
-134,111
1508
– –
-540
1509
– –
-10,652
1510
– –
-4,713
1511
– –
-22,287
1512
– –
-14,807
1513
– –
-134
1514
– –
-5,748
1515
– –
-8,206
1516
– –
-300
1517
– –
-23
1518
– –
-800
1519
– –
-1,300
1520
– –
-15,445
1521
– –
-590
1522
– –
-5,020
1523
– –
-6,169
1524
– –
-10,817
1525
– –
-100
59 60
61
62 63