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
$20B
AUM Growth
+$899M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Buys

1
+$746M
2
+$281M
3
+$23M
4
CCI icon
Crown Castle
CCI
+$13.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.8M

Top Sells

1
+$44M
2
+$18.5M
3
+$16.9M
4
OXY icon
Occidental Petroleum
OXY
+$15.9M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$9.47M

Sector Composition

1 Financials 13.54%
2 Technology 8.95%
3 Healthcare 8%
4 Consumer Discretionary 5.75%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
– –
-3,991
1577
– –
-15,000
1578
– –
-4,034
1579
– –
-7,964
1580
– –
-11,500
1581
– –
-4,091
1582
– –
-15,790
1583
– –
-9,722
1584
– –
-5,075
1585
– –
-40,096
1586
– –
-81,461
1587
– –
-57,206
1588
– –
-4,195
1589
– –
-34,161
1590
– –
-5,112
1591
– –
-7,823
1592
– –
-12,000
1593
– –
-17,570
1594
– –
-7,225
1595
– –
-3,825
1596
– –
-28,310
1597
– –
-13,575
1598
– –
-30,000
1599
– –
-11,821
1600
– –
-13,410
60 61 62 63
64