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
$23.8B
AUM Growth
+$1.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,580
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$27.4M
3
+$20.2M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$16.8M
5
CMS icon
CMS Energy
CMS
+$15.3M

Top Sells

1
+$30.2M
2
+$22.8M
3
+$16.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$13.8M
5
GE icon
GE Aerospace
GE
+$13M

Sector Composition

1 Technology 14.53%
2 Financials 10%
3 Healthcare 8.58%
4 Consumer Discretionary 5.6%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$86K ﹤0.01%
21,824
+269
1502
$85K ﹤0.01%
14,661
-2,993
1503
$78K ﹤0.01%
+12,678
1504
$77K ﹤0.01%
15,000
1505
$59K ﹤0.01%
1,372
+35
1506
$55K ﹤0.01%
911
-102
1507
$53K ﹤0.01%
20,873
-614
1508
$51K ﹤0.01%
+10,997
1509
$46K ﹤0.01%
+14,650
1510
$44K ﹤0.01%
10,779
+274
1511
$19K ﹤0.01%
10,181
1512
$15K ﹤0.01%
11,286
1513
$6K ﹤0.01%
19,685
-56,000
1514
– –
-416,000
1515
– –
-3,285
1516
– –
-4,707
1517
– –
-8,731
1518
– –
-9,388
1519
– –
-1,206
1520
– –
-3,186
1521
– –
-2,697
1522
– –
-5,563
1523
– –
-6,502
1524
– –
-218,092
1525
– –
-7,839
59 60
61
62 63