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
151
$24M 0.12%
172,326
+94,101
152
$23.7M 0.12%
85,718
+1,635
153
$23.6M 0.12%
111,509
-4,502
154
$23.2M 0.12%
611,765
-16,152
155
$22.8M 0.11%
160,275
-45,107
156
$22M 0.11%
493,893
-50,226
157
$21.8M 0.11%
394,952
+15,933
158
$21.8M 0.11%
90,971
-1,139
159
$21.8M 0.11%
88,270
-2,629
160
$21.5M 0.11%
365,973
-19,647
161
$21.2M 0.11%
262,090
-5,447
162
$20.4M 0.1%
137,448
+2,650
163
$20.4M 0.1%
83,364
-1,345
164
$20M 0.1%
230,287
-2,853
165
$19.7M 0.1%
226,572
+6,513
166
$19.3M 0.1%
246,763
-17,374
167
$19M 0.09%
147,052
+9,984
168
$19M 0.09%
98,387
-5,723
169
$18.5M 0.09%
345,562
+11,501
170
$18.2M 0.09%
144,206
-3,164
171
$18.1M 0.09%
166,071
-2,736
172
$17.8M 0.09%
89,787
+5,210
173
$17.6M 0.09%
304,481
-36,433
174
$17.5M 0.09%
216,598
+39,754
175
$17.4M 0.09%
80,505
-6,201
5 6
7
8 9