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
$20B
AUM Growth
+$899M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Buys

1
+$746M
2
+$281M
3
+$23M
4
CCI icon
Crown Castle
CCI
+$13.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.8M

Top Sells

1
+$44M
2
+$18.5M
3
+$16.9M
4
OXY icon
Occidental Petroleum
OXY
+$15.9M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$9.47M

Sector Composition

1 Financials 13.54%
2 Technology 8.95%
3 Healthcare 8%
4 Consumer Discretionary 5.75%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14.3M 0.07%
340,818
+95,916
202
$14.2M 0.07%
109,658
-1,218
203
$14.2M 0.07%
79,044
-120
204
$14.1M 0.07%
84,332
+2,142
205
$14.1M 0.07%
169,019
-1,445
206
$13.8M 0.07%
514,991
-9,309
207
$13.7M 0.07%
486,089
+35,133
208
$13.7M 0.07%
38,737
+4,681
209
$13.6M 0.07%
164,757
-1,599
210
$13.6M 0.07%
316,544
-1,000
211
$13.3M 0.07%
287,216
-8,778
212
$13.3M 0.07%
465,592
+8,156
213
$13.2M 0.07%
132,762
+4,132
214
$13M 0.06%
379,824
-2,146
215
$12.9M 0.06%
113,456
+2,375
216
$12.9M 0.06%
409,100
217
$12.8M 0.06%
363,538
+4,554
218
$12.6M 0.06%
69,165
+5,622
219
$12.5M 0.06%
63,864
-2,650
220
$12.5M 0.06%
222,520
-2,516
221
$12.4M 0.06%
451,491
+15,703
222
$12.3M 0.06%
298,096
+1,721
223
$12.2M 0.06%
118,526
-2,026
224
$12.1M 0.06%
98,447
-7,948
225
$12.1M 0.06%
106,784
-585
7 8
9
10 11