M&T Bank

M&T Bank Portfolio holdings

AUM $31.1B
1-Year Est. Return 20.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.7B
AUM Growth
+$836M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$270M
2
+$212M
3
+$70.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$62.2M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$37.7M

Top Sells

1
+$38.8M
2
+$25.8M
3
+$22.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$21.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$19.6M

Sector Composition

1 Financials 10.58%
2 Healthcare 10.34%
3 Energy 7.46%
4 Technology 7.41%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-10,282
1602
– –
-16,111
1603
– –
-5,647
1604
– –
-3,445
1605
– –
-10,118
1606
– –
-10,559
1607
– –
-31,553
1608
– –
-4,852
1609
– –
-14,580
1610
– –
-15,500
1611
– –
-38,354
1612
– –
-16,000
1613
– –
-3,104
1614
– –
-17,579
1615
– –
-10,412
1616
– –
-1,047
1617
– –
-6,830
1618
– –
-10,447
1619
– –
-15,742
1620
– –
-950,868
1621
– –
-17,228
1622
– –
-14,016
1623
– –
-696
1624
– –
-11,701
1625
– –
-16,541
63 64
65
66 67