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
$16B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$41.1M
3
+$40.8M
4
IXC icon
iShares Global Energy ETF
IXC
+$36.9M
5
KMI icon
Kinder Morgan
KMI
+$32.5M

Top Sells

1
+$135M
2
+$39.2M
3
+$24.3M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$17.6M
5
DD
Du Pont De Nemours E I
DD
+$17.1M

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
– –
-10,846
2002
– –
-12,728
2003
– –
-10,566
2004
– –
-17,332
2005
– –
-10,716
2006
– –
-33,207
2007
– –
-12,510
2008
– –
-11,480
2009
– –
-4,491
2010
– –
-16,675
2011
– –
-130,002
2012
– –
-12,416
2013
– –
-4,378
2014
– –
-43,307
2015
– –
-17,432
2016
– –
-33,182
2017
– –
-4,181
2018
– –
-1,407
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