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 | |
|---|---|---|---|---|---|---|
176
Palo Alto Networks
PANW
$135B
| $25.6M | 0.09% |
125,204
+2,102
|
|
||
177
Chubb
CB
$116B
| $25.4M | 0.09% |
87,670
-14,488
|
|
||
178
iShares Russell Top 200 Growth ETF
IWY
$16.7B
| $25.3M | 0.09% |
102,763
-677
|
|
||
179
Enbridge
ENB
$104B
| $25.2M | 0.09% |
556,853
+236,709
|
|
||
180
Vanguard Consumer Discretionary ETF
VCR
$6.4B
| $24.3M | 0.08% |
67,152
-15,201
|
|
||
|
FISV
181
Fiserv Inc
FISV
$36B
| $24M | 0.08% |
139,313
-2,776
|
|
||
182
Amphenol
APH
$170B
| $23.2M | 0.08% |
235,401
-6,915
|
|
||
183
Vanguard Russell 1000 Value ETF
VONV
$14.9B
| $23.2M | 0.08% |
272,084
+29,969
|
|
||
184
Vanguard Global ex-US Real Estate ETF
VNQI
$3.58B
| $23.1M | 0.08% |
501,175
+3,990
|
|
||
185
GE Vernova
GEV
$163B
| $22.7M | 0.08% |
42,972
-120
|
|
||
186
iShares Russell Mid-Cap Value ETF
IWS
$14B
| $22.5M | 0.08% |
170,528
-5,192
|
|
||
187
S&P Global
SPGI
$151B
| $22.5M | 0.08% |
42,672
-15,753
|
|
||
188
Regions Financial
RF
$23B
| $22.5M | 0.08% |
955,381
-27,355
|
|
||
189
Schwab US REIT ETF
SCHH
$8.39B
| $22.1M | 0.08% |
1,046,400
-86
|
|
||
190
Ecolab
ECL
$74.9B
| $22.1M | 0.08% |
81,889
-4,564
|
|
||
191
Dover
DOV
$26.1B
| $22M | 0.08% |
119,907
-1,949
|
|
||
192
Charles Schwab
SCHW
$167B
| $21.9M | 0.08% |
239,680
-11,757
|
|
||
193
iShares MSCI USA Momentum Factor ETF
MTUM
$20.4B
| $21.8M | 0.07% |
90,569
+12,946
|
|
||
194
Vanguard Industrials ETF
VIS
$6.32B
| $21.7M | 0.07% |
77,512
-5,306
|
|
||
195
Sanofi
SNY
$121B
| $21.6M | 0.07% |
446,419
-5,037
|
|
||
196
PACCAR
PCAR
$57B
| $21.5M | 0.07% |
226,486
-5,797
|
|
||
197
Carrier Global
CARR
$46B
| $21.5M | 0.07% |
293,648
-5,361
|
|
||
198
Gilead Sciences
GILD
$155B
| $21M | 0.07% |
189,407
-6,761
|
|
||
199
McKesson
MCK
$99.4B
| $20.4M | 0.07% |
27,875
-852
|
|
||
200
Intel
INTC
$209B
| $20.1M | 0.07% |
897,883
-75,121
|
|