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
$16B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,237
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$43M
3
+$42.4M
4
KMI icon
Kinder Morgan
KMI
+$35M
5
IXC icon
iShares Global Energy ETF
IXC
+$34.6M

Top Sells

1
+$141M
2
+$38.8M
3
+$27.7M
4
DD
Du Pont De Nemours E I
DD
+$18M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$16.1M

Sector Composition

1 Healthcare 10.34%
2 Energy 8.23%
3 Financials 8.22%
4 Technology 7.67%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-43,307
2002
– –
-17,432
2003
– –
-33,182
2004
– –
-5,100
2005
– –
-20,514
2006
– –
-22,282
2007
– –
-18,636
2008
– –
-18,183
2009
– –
-20,061
2010
– –
-9,985
2011
– –
-4,181
2012
– –
-16,224
2013
– –
-18,056
2014
– –
-1,407
2015
– –
-35,545
2016
– –
-11,577
2017
– –
-14,585
2018
– –
-17,310
2019
– –
-10,101
2020
– –
-13,781
2021
– –
-3,178
2022
– –
-6,195
2023
– –
-11,961
2024
– –
-1,102
2025
– –
-8,589
79 80
81
82 83