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
176
$17.3M 0.09%
199,677
-8,546
177
$17.3M 0.09%
260,418
+2,421
178
$17.2M 0.09%
58,972
+1,344
179
$16.9M 0.08%
149,152
+13,382
180
$16.9M 0.08%
72,452
+622
181
$16.8M 0.08%
1,149,797
-122,273
182
$16.8M 0.08%
127,695
-5,016
183
$16.7M 0.08%
83,842
-4,606
184
$16.5M 0.08%
98,296
-1,069
185
$16.5M 0.08%
110,827
+5,436
186
$16.1M 0.08%
644,676
-44,811
187
$16.1M 0.08%
178,927
+2,072
188
$16M 0.08%
369,478
-4,500
189
$16M 0.08%
288,634
-3,265
190
$16M 0.08%
319,727
-3,537
191
$15.8M 0.08%
215,370
-12,328
192
$15.7M 0.08%
337,730
-3,965
193
$15.4M 0.08%
269,950
-7,565
194
$15.2M 0.08%
146,885
+7,076
195
$15.1M 0.08%
96,705
-4,985
196
$15M 0.08%
99,587
-12,210
197
$14.9M 0.07%
200,367
-13,764
198
$14.8M 0.07%
494,418
-11,029
199
$14.7M 0.07%
47
-4
200
$14.6M 0.07%
110,123
+52,132
6 7
8
9 10