M&T BANK CORP
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,606 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE MSCI EAFE ETF | 15.1M | $1.1B | 3.9% | $46.95 | +47.38% | 17 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 2.4M | $992.3M | 3.5% | $152.52 | +170.58% | 20 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 5.5M | $950.1M | 3.3% | $102.46 | +65.56% | 20 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.7M | $926.8M | 3.2% | $45.14 | +84.92% | 17 qtrssince 2020-Q1 | Increased 65 |
ISHARES RUSSELL 1000 ETF | 3.2M | $924M | 3.2% | $169.31 | +66.79% | 17 qtrssince 2020-Q1 | Increased 64 |
ISHARES CORE S&P 500 ETF | 1.4M | $747.3M | 2.6% | $294.94 | +74.17% | 17 qtrssince 2020-Q1 | Increased 55 |
ISHARES MSCI USA QUALITY FAC | 4.1M | $667.7M | 2.3% | $107.11 | +50.69% | 17 qtrssince 2020-Q1 | Increased 60 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 3.7M | $655.7M | 2.3% | $121.53 | +42.66% | 17 qtrssince 2020-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 3M | $626.1M | 2.2% | $135.58 | +51.99% | 17 qtrssince 2020-Q1 | Increased 62 |
ISHARES CORE MSCI EMERGING | 12M | $621.4M | 2.2% | $39.80 | +22.05% | 17 qtrssince 2020-Q1 | Decreased 0 |
AMAZON.COM INC | 2.4M | $430.5M | 1.5% | $108.77 | +65.84% | 20 qtrssince 2019-Q2 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 5.1M | $426.8M | 1.5% | $56.32 | +48.73% | 17 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.1M | $413.3M | 1.4% | $96.75 | +98.34% | 20 qtrssince 2019-Q2 | Increased 49 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 662,516 | $346.6M | 1.2% | $296.54 | +72.67% | 20 qtrssince 2019-Q2 | Decreased 0 |
NVIDIA CORP | 366,230 | $330.9M | 1.2% | $16.48 | +447.88% | 20 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 2.1M | $317M | 1.1% | $95.77 | +57.80% | 20 qtrssince 2019-Q2 | Increased 49 |
JOHNSON & JOHNSON | 2M | $315.9M | 1.1% | $121.19 | +21.74% | 20 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 6.2M | $311.5M | 1.1% | $35.00 | +34.86% | 20 qtrssince 2019-Q2 | Decreased 0 |
MERCK & CO. INC. | 2.3M | $299M | 1.0% | $70.09 | +77.75% | 20 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 194,307 | $257.5M | 0.9% | $30.40 | +326.65% | 20 qtrssince 2019-Q2 | Decreased 0 |
M&T BANK CORP manages $28.7B across 1606 positions as of Q1 2024. Top holdings: IEFA (3.9%), MSFT (3.5%), AAPL (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 65 new positions, 76 exits, 595 increased. Top move: IWF (INCREASED, conviction 65). Portfolio: $28.7B across 1606 positions.
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Behavioral investing profile
Position Outcomes
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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