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
$16.6B
AUM Growth
+$547M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,149
New
Increased
Reduced
Closed

Top Buys

1
+$382M
2
+$245M
3
+$165M
4
VFH icon
Vanguard Financials ETF
VFH
+$114M
5
VHT icon
Vanguard Health Care ETF
VHT
+$86.5M

Top Sells

1
+$152M
2
+$27.5M
3
+$27M
4
DVY icon
iShares Select Dividend ETF
DVY
+$23.6M
5
XOM icon
Exxon Mobil
XOM
+$18.4M

Sector Composition

1 Healthcare 10.68%
2 Financials 8.09%
3 Energy 7.28%
4 Technology 7.27%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-208
2002
– –
-4,410
2003
– –
-2,092
2004
– –
-7,874
2005
– –
-2,281
2006
– –
-6,165
2007
– –
-11,370
2008
– –
-16,884
2009
– –
-8,747
2010
– –
-3,986
2011
– –
-5,155
2012
– –
-10,207
2013
– –
-2,855
2014
– –
-7,648
2015
– –
-10,572
2016
– –
-6,340
2017
– –
-10,770
2018
– –
-10,101
2019
– –
-1,159
2020
– –
-14,892
2021
– –
-9,945
2022
– –
-3,447
2023
– –
-1,694
2024
– –
-6,399
2025
– –
-7,716
79 80
81
82 83