M&T BANK CORP
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,701 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 6.4M | $1.1B | 4.1% | $102.46 | +58.36% | 16 qtrssince 2019-Q2 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 15.4M | $1B | 4.0% | $46.53 | +29.03% | 13 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 2.7M | $780.7M | 3.0% | $152.52 | +83.91% | 16 qtrssince 2019-Q2 | Decreased 0 |
ISHARES RUSSELL 1000 ETF | 2.9M | $652.7M | 2.5% | $157.35 | +36.38% | 13 qtrssince 2020-Q1 | Increased 62 |
ISHARES CORE MSCI EMERGING | 12.6M | $614.7M | 2.4% | $39.69 | +12.55% | 13 qtrssince 2020-Q1 | Increased 54 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.5M | $599.2M | 2.3% | $40.33 | +49.03% | 13 qtrssince 2020-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 1.4M | $560.7M | 2.2% | $279.84 | +39.46% | 13 qtrssince 2020-Q1 | Increased 57 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 3.6M | $542M | 2.1% | $120.54 | +18.31% | 13 qtrssince 2020-Q1 | Increased 55 |
ISHARES RUSSELL 2000 ETF ETF | 2.7M | $473.7M | 1.8% | $122.93 | +37.74% | 13 qtrssince 2020-Q1 | Decreased 0 |
ISHARES MSCI USA QUALITY FAC | 3.2M | $393.5M | 1.5% | $96.57 | +22.76% | 13 qtrssince 2020-Q1 | Increased 72 |
ISHARES S&P 500 GROWTH ETF | 5.7M | $364M | 1.4% | $56.32 | +9.90% | 13 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.2M | $338.1M | 1.3% | $121.19 | +15.73% | 16 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 7M | $316.3M | 1.2% | $35.00 | +16.72% | 16 qtrssince 2019-Q2 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 734,698 | $300.8M | 1.2% | $295.09 | +32.01% | 16 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 2.1M | $277M | 1.1% | $96.20 | +24.66% | 16 qtrssince 2019-Q2 | Increased 49 |
MERCK & CO. INC. | 2.5M | $270.7M | 1.0% | $70.09 | +38.88% | 16 qtrssince 2019-Q2 | Decreased 0 |
PEPSICO INC | 1.4M | $252.5M | 1.0% | $115.85 | +42.33% | 16 qtrssince 2019-Q2 | Increased 45 |
PROCTER & GAMBLE CO/THE | 1.7M | $249.2M | 1.0% | $96.18 | +41.08% | 16 qtrssince 2019-Q2 | Decreased 0 |
EXXON MOBIL CORP | 2.2M | $245.5M | 1.0% | $56.93 | +73.67% | 16 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 2.3M | $239.1M | 0.9% | $106.80 | -4.50% | 16 qtrssince 2019-Q2 | Decreased 0 |
M&T BANK CORP manages $25.8B across 1701 positions as of Q1 2023. Top holdings: AAPL (4.1%), IEFA (4.0%), MSFT (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 71 new positions, 74 exits, 611 increased. Top move: QUAL (INCREASED, conviction 72). Portfolio: $25.8B across 1701 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR