M&T Bank Portfolio holdings
AUM
$29.7B
1-Year Est. Return
18.22%
1 Year Est. Return
+18.22%
AUM
$29.1B
AUM Growth
+$1.65B
(+6%)
Holding
1,586
Top Buys
| 1 | +$38.1M | |
| 2 | +$30.1M | |
| 3 | +$24.6M | |
| 4 |
UnitedHealth
UNH
|
+$21.6M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$17.7M |
Top Sells
| 1 | +$50.4M | |
| 2 | +$44.6M | |
| 3 | +$43.2M | |
| 4 |
Merck
MRK
|
+$30.6M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$28.5M |
Sector Composition
| 1 | Technology | 17.03% |
| 2 | Financials | 9.26% |
| 3 | Healthcare | 5.86% |
| 4 | Industrials | 5.08% |
| 5 | Consumer Discretionary | 4.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
US Bancorp
USB
$79.2B
| $32.1M | 0.11% |
710,091
-515,574
|
|
||
152
Altria Group
MO
$98.1B
| $31.2M | 0.11% |
532,769
-34,017
|
|
||
153
iShares Select Dividend ETF
DVY
$20.7B
| $30.9M | 0.11% |
232,769
-1,602
|
|
||
154
Moody's
MCO
$87.8B
| $30.2M | 0.1% |
60,133
-1,529
|
|
||
155
CMS Energy
CMS
$22B
| $30M | 0.1% |
433,275
-3,246
|
|
||
156
iShares National Muni Bond ETF
MUB
$41.4B
| $29.9M | 0.1% |
286,395
-14,842
|
|
||
157
Linde
LIN
$191B
| $29.8M | 0.1% |
63,580
-10,897
|
|
||
158
Wells Fargo
WFC
$280B
| $29.1M | 0.1% |
363,611
+9,265
|
|
||
159
Eaton
ETN
$130B
| $29.1M | 0.1% |
81,585
-4,669
|
|
||
160
Capital One
COF
$144B
| $28.8M | 0.1% |
135,580
+16,721
|
|
||
161
AT&T
T
$180B
| $28.8M | 0.1% |
994,954
-11,693
|
|
||
162
iShares Select U.S. REIT ETF
ICF
$1.89B
| $28.5M | 0.1% |
466,620
-12,927
|
|
||
163
Vanguard FTSE All-World ex-US ETF
VEU
$52.4B
| $28.5M | 0.1% |
424,250
+259,212
|
|
||
164
Parker-Hannifin
PH
$110B
| $28.4M | 0.1% |
40,710
-1,687
|
|
||
165
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.03B
| $28.2M | 0.1% |
681,931
+25,602
|
|
||
166
SPDR Gold Trust
GLD
$141B
| $27.9M | 0.1% |
91,684
+693
|
|
||
167
Vanguard Health Care ETF
VHT
$17.3B
| $27.7M | 0.1% |
111,714
-13,328
|
|
||
168
FedEx
FDX
$63.8B
| $27.5M | 0.09% |
121,193
-2,656
|
|
||
169
Travelers Companies
TRV
$63.4B
| $27.4M | 0.09% |
102,533
-1,415
|
|
||
170
iShares ESG Aware MSCI EM ETF
ESGE
$5.55B
| $27.3M | 0.09% |
695,811
+33,151
|
|
||
171
Omnicom Group
OMC
$22.5B
| $27M | 0.09% |
374,825
-26,093
|
|
||
172
VICI Properties
VICI
$30.2B
| $26.7M | 0.09% |
817,719
-6,006
|
|
||
173
Palantir
PLTR
$420B
| $26.1M | 0.09% |
191,386
+8,536
|
|
||
174
Colgate-Palmolive
CL
$63B
| $25.8M | 0.09% |
284,265
+14,613
|
|
||
175
Comcast
CMCSA
$100B
| $25.8M | 0.09% |
723,463
-21,434
|
|