M&T BANK CORP
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,599 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 5.9M | $1B | 4.1% | $102.46 | +64.87% | 18 qtrssince 2019-Q2 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 15.4M | $989.2M | 3.9% | $46.67 | +26.77% | 15 qtrssince 2020-Q1 | Increased 59 |
MICROSOFT CORP | 2.6M | $819.3M | 3.3% | $152.52 | +102.29% | 18 qtrssince 2019-Q2 | Decreased 0 |
ISHARES RUSSELL 1000 ETF | 2.9M | $686.7M | 2.7% | $158.56 | +44.27% | 15 qtrssince 2020-Q1 | Increased 55 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.5M | $656.7M | 2.6% | $40.82 | +60.83% | 15 qtrssince 2020-Q1 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 12.7M | $604.7M | 2.4% | $39.76 | +10.51% | 15 qtrssince 2020-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 1.3M | $569.2M | 2.3% | $281.49 | +47.99% | 15 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 3.6M | $551.9M | 2.2% | $121.12 | +20.10% | 15 qtrssince 2020-Q1 | Increased 54 |
ISHARES MSCI USA QUALITY FAC | 3.6M | $475.3M | 1.9% | $100.53 | +28.00% | 15 qtrssince 2020-Q1 | Increased 51 |
ISHARES RUSSELL 2000 ETF ETF | 2.5M | $444.3M | 1.8% | $122.93 | +40.01% | 15 qtrssince 2020-Q1 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 5.3M | $360.9M | 1.4% | $56.32 | +20.05% | 15 qtrssince 2020-Q1 | Decreased 0 |
AMAZON.COM INC | 2.6M | $324.9M | 1.3% | $108.77 | +16.88% | 18 qtrssince 2019-Q2 | Increased 50 |
JOHNSON & JOHNSON | 2.1M | $323.8M | 1.3% | $121.19 | +18.02% | 18 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 2.1M | $298.9M | 1.2% | $96.20 | +42.49% | 18 qtrssince 2019-Q2 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 694,073 | $296.7M | 1.2% | $295.09 | +40.80% | 18 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 6.6M | $288.7M | 1.2% | $35.00 | +15.35% | 18 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 2.1M | $277.1M | 1.1% | $95.36 | +37.24% | 18 qtrssince 2019-Q2 | Decreased 0 |
EXXON MOBIL CORP | 2.1M | $252.5M | 1.0% | $56.93 | +89.65% | 18 qtrssince 2019-Q2 | Decreased 0 |
MERCK & CO. INC. | 2.4M | $244.8M | 1.0% | $70.09 | +36.82% | 18 qtrssince 2019-Q2 | Decreased 0 |
PEPSICO INC | 1.4M | $235.9M | 0.9% | $116.74 | +34.22% | 18 qtrssince 2019-Q2 | Increased 44 |
M&T BANK CORP manages $25.1B across 1599 positions as of Q3 2023. Top holdings: AAPL (4.1%), IEFA (3.9%), MSFT (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 61 new positions, 98 exits, 495 increased. Top move: IEFA (INCREASED, conviction 59). Portfolio: $25.1B across 1599 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