M&T Bank

M&T Bank Portfolio holdings

AUM $31.1B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.7B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,585
New
Increased
Reduced
Closed

Top Buys

1
+$230M
2
+$25.2M
3
+$18.1M
4
UNP icon
Union Pacific
UNP
+$12M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$8.33M

Top Sells

1
+$71.5M
2
+$58M
3
+$57.6M
4
AVGO icon
Broadcom
AVGO
+$50.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$40.1M

Sector Composition

1 Technology 17.32%
2 Financials 8.86%
3 Healthcare 5.73%
4 Industrials 4.94%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
151
Palantir
PLTR
$373B
$31.7M 0.11%
173,861
-17,525
USB icon
152
US Bancorp
USB
$80.6B
$31.7M 0.11%
655,677
-54,414
ZTS icon
153
Zoetis
ZTS
$49.4B
$31.7M 0.11%
216,537
-20,111
INTU icon
154
Intuit
INTU
$118B
$30.9M 0.1%
45,248
-6,364
ESGE icon
155
iShares ESG Aware MSCI EM ETF
ESGE
$6.09B
$30.6M 0.1%
705,352
+9,541
ESML icon
156
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.22B
$30.6M 0.1%
678,999
-2,932
CMS icon
157
CMS Energy
CMS
$23.2B
$30.6M 0.1%
417,054
-16,221
VEU icon
158
Vanguard FTSE All-World ex-US ETF
VEU
$58.4B
$30.5M 0.1%
426,711
+2,461
APH icon
159
Amphenol
APH
$158B
$30.2M 0.1%
243,781
+8,380
ICF icon
160
iShares Select U.S. REIT ETF
ICF
$1.93B
$30.1M 0.1%
488,428
+21,808
MUB icon
161
iShares National Muni Bond ETF
MUB
$42.8B
$29.5M 0.1%
276,676
-9,719
ENB icon
162
Enbridge
ENB
$119B
$29.5M 0.1%
583,828
+26,975
ETN icon
163
Eaton
ETN
$146B
$29.4M 0.1%
78,501
-3,084
MTUM icon
164
iShares MSCI USA Momentum Factor ETF
MTUM
$20.9B
$28.4M 0.1%
110,794
+20,225
DOW icon
165
Dow Inc
DOW
$28.5B
$28.3M 0.1%
1,234,015
-640,749
WFC icon
166
Wells Fargo
WFC
$248B
$27.5M 0.09%
328,548
-35,063
TRV icon
167
Travelers Companies
TRV
$63.1B
$27.4M 0.09%
98,114
-4,419
PANW icon
168
Palo Alto Networks
PANW
$124B
$27.3M 0.09%
134,296
+9,092
OMC icon
169
Omnicom Group
OMC
$23.5B
$27.2M 0.09%
333,190
-41,635
IWY icon
170
iShares Russell Top 200 Growth ETF
IWY
$14.9B
$27M 0.09%
98,834
-3,929
FDX icon
171
FedEx
FDX
$85B
$26.9M 0.09%
114,088
-7,105
PH icon
172
Parker-Hannifin
PH
$117B
$26.6M 0.09%
35,094
-5,616
MCO icon
173
Moody's
MCO
$76.3B
$26.3M 0.09%
55,277
-4,856
ISRG icon
174
Intuitive Surgical
ISRG
$167B
$26.1M 0.09%
58,382
-7,457
COF icon
175
Capital One
COF
$115B
$26M 0.09%
122,233
-13,347
5 6
7
8 9