M&T Bank

M&T Bank Portfolio holdings

AUM $29.1B
1-Year Est. Return 16.72%
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.4B
AUM Growth
-$2.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,666
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$158M
3
+$17.1M
4
UBER icon
Uber
UBER
+$16.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.7M

Top Sells

1
+$236B
2
+$86.5M
3
+$83.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$83.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$80.3M

Sector Composition

1 Technology 15.54%
2 Financials 9.42%
3 Healthcare 7.06%
4 Consumer Discretionary 5.02%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.67T
$1.14B 4.17%
5,147,202
-389,378
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$157B
$1.06B 3.87%
14,053,090
-161,275
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$122B
$914M 3.33%
2,532,849
-222,450
IWB icon
4
iShares Russell 1000 ETF
IWB
$44.5B
$862M 3.14%
2,811,818
-271,886
MSFT icon
5
Microsoft
MSFT
$3.8T
$823M 3%
2,193,682
-169,587
IVV icon
6
iShares Core S&P 500 ETF
IVV
$656B
$767M 2.79%
1,364,549
+11,147
IWD icon
7
iShares Russell 1000 Value ETF
IWD
$64.1B
$716M 2.61%
3,804,155
+83,318
QUAL icon
8
iShares MSCI USA Quality Factor ETF
QUAL
$52.8B
$573M 2.09%
3,351,948
-453,452
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$533M 1.94%
9,869,201
-1,115,889
JPM icon
10
JPMorgan Chase
JPM
$813B
$473M 1.72%
1,929,825
-120,271
IWM icon
11
iShares Russell 2000 ETF
IWM
$70.3B
$470M 1.71%
2,357,060
-417,951
AMZN icon
12
Amazon
AMZN
$2.29T
$437M 1.59%
2,295,071
-203,446
IVW icon
13
iShares S&P 500 Growth ETF
IVW
$65.5B
$419M 1.53%
4,509,559
-121,063
NVDA icon
14
NVIDIA
NVDA
$4.43T
$400M 1.46%
3,692,031
-175,303
GOOG icon
15
Alphabet (Google) Class C
GOOG
$3.05T
$342M 1.24%
2,186,880
-118,787
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$178B
$306M 1.12%
6,022,792
-7,809
SPY icon
17
SPDR S&P 500 ETF Trust
SPY
$656B
$296M 1.08%
529,998
-4,195
AVGO icon
18
Broadcom
AVGO
$1.67T
$290M 1.06%
1,730,091
-78,002
JNJ icon
19
Johnson & Johnson
JNJ
$463B
$274M 1%
1,654,334
-55,005
META icon
20
Meta Platforms (Facebook)
META
$1.79T
$271M 0.99%
470,288
-58,000
MTB icon
21
M&T Bank
MTB
$27.9B
$266M 0.97%
1,487,373
-1,788
BND icon
22
Vanguard Total Bond Market
BND
$138B
$249M 0.91%
3,395,931
+179,853
PG icon
23
Procter & Gamble
PG
$350B
$242M 0.88%
1,420,537
-92,258
VOO icon
24
Vanguard S&P 500 ETF
VOO
$752B
$232M 0.84%
451,144
-11,273
MA icon
25
Mastercard
MA
$497B
$225M 0.82%
409,849
-20,552
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