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
1601
– –
-12,982
1602
– –
-18,602
1603
– –
-16,778
1604
– –
-9,190
1605
– –
-213
1606
– –
-809
1607
– –
-740
1608
– –
-45
1609
– –
-5,177
1610
– –
-51
1611
– –
-1,971
1612
– –
-45
1613
– –
-190
1614
– –
-745
1615
– –
-200
1616
– –
-7,256
1617
– –
-170
1618
– –
-9,166
1619
– –
-1,164
1620
– –
-450
1621
– –
-26,941
1622
– –
-1,772
1623
– –
-16,409
1624
– –
-64,089
1625
– –
-16,788
62 63 64
65
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