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
$15.7B
AUM Growth
+$836M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$288M
2
+$231M
3
+$72.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$62.5M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$38.6M

Top Sells

1
+$38.9M
2
+$25.8M
3
+$21.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$21.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$19.7M

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
– –
-7,348
1602
– –
-23,214
1603
– –
-4,932
1604
– –
-19,800
1605
– –
-3,970
1606
– –
-6,243
1607
– –
-10,196
1608
– –
-11,005
1609
– –
-10,591
1610
– –
-5,310
1611
– –
-2,901
1612
– –
-21,683
1613
– –
-18,429
1614
– –
-4,532
1615
– –
-16,648
1616
– –
-54,850
1617
– –
-6,767
1618
– –
-4
1619
– –
-18,237
1620
– –
-13,240
1621
– –
-11,724
1622
– –
0
1623
– –
-2,530
1624
– –
-10,902
1625
– –
-11,026
63 64
65
66 67