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

Top Buys

1
+$409M
2
+$267M
3
+$184M
4
VFH icon
Vanguard Financials ETF
VFH
+$115M
5
VHT icon
Vanguard Health Care ETF
VHT
+$85.4M

Top Sells

1
+$150M
2
+$28.1M
3
+$27.5M
4
DVY icon
iShares Select Dividend ETF
DVY
+$24.6M
5
XOM icon
Exxon Mobil
XOM
+$19.1M

Sector Composition

1 Healthcare 10.68%
2 Financials 8.09%
3 Energy 7.28%
4 Technology 7.26%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-12,060
2002
– –
-15,550
2003
– –
-88
2004
– –
-3,761
2005
– –
-9,284
2006
– –
-4,189
2007
– –
-15,134
2008
– –
-1,426
2009
– –
-6,399
2010
– –
-43,510
2011
– –
-14,940
2012
– –
-3,316
2013
– –
-19,768
2014
– –
-126,933
2015
– –
-11,365
2016
– –
-2,982
2017
– –
-3,015
2018
– –
-7,812
2019
– –
-4,034
2020
– –
-5,282
2021
– –
-3,407
2022
– –
-11,291
2023
– –
-6,333
2024
– –
-9,041
2025
– –
-11,398
79 80
81
82 83