M&T BANK CORP
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,709 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE MSCI EAFE ETF | 17.5M | $1.2B | 5.3% | $42.88 | +38.29% | 4 qtrssince 2020-Q1 | Increased 63 |
APPLE INC | 6.2M | $828.1M | 3.6% | $95.40 | +35.03% | 7 qtrssince 2019-Q2 | Increased 58 |
ISHARES RUSSELL 1000 ETF | 3.3M | $689.7M | 3.0% | $134.69 | +46.88% | 4 qtrssince 2020-Q1 | Increased 59 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.3M | $565.1M | 2.5% | $36.26 | +60.97% | 4 qtrssince 2020-Q1 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 9.1M | $564.8M | 2.5% | $35.76 | +50.29% | 4 qtrssince 2020-Q1 | Increased 59 |
ISHARES RUSSELL 2000 ETF ETF | 2.7M | $538.3M | 2.4% | $108.59 | +70.09% | 4 qtrssince 2020-Q1 | Increased 55 |
PAYPAL HOLDINGS INC | 2.3M | $527M | 2.3% | $105.18 | +119.61% | 7 qtrssince 2019-Q2 | Increased 54 |
MICROSOFT CORP | 2.4M | $524.7M | 2.3% | $126.51 | +67.63% | 7 qtrssince 2019-Q2 | Increased 54 |
ISHARES CORE S&P 500 ETF | 1.2M | $456M | 2.0% | $242.24 | +43.50% | 4 qtrssince 2020-Q1 | Increased 54 |
VANGUARD TOTAL BOND MARKET | 4.8M | $425M | 1.9% | $71.09 | +4.08% | 4 qtrssince 2020-Q1 | Increased 53 |
ISHARES S&P 500 GROWTH ETF | 6.4M | $409.1M | 1.8% | $55.99 | +9.78% | 4 qtrssince 2020-Q1 | Increased 79 |
EBAY INC | 7.3M | $368.6M | 1.6% | $44.59 | +3.88% | 7 qtrssince 2019-Q2 | Decreased 0 |
ISHARES MSCI USA QUALITY FAC | 3M | $347.4M | 1.5% | $77.04 | +40.80% | 4 qtrssince 2020-Q1 | Increased 49 |
JOHNSON & JOHNSON | 2.1M | $323.1M | 1.4% | $114.13 | +17.75% | 7 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 6.8M | $321.1M | 1.4% | $34.15 | +18.48% | 7 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 98,154 | $319.7M | 1.4% | $96.90 | +69.54% | 7 qtrssince 2019-Q2 | Increased 50 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 665,194 | $248.7M | 1.1% | $267.29 | +29.91% | 7 qtrssince 2019-Q2 | Increased 49 |
JPMORGAN CHASE & CO | 1.9M | $247.6M | 1.1% | $93.03 | +17.82% | 7 qtrssince 2019-Q2 | Increased 49 |
PROCTER & GAMBLE CO/THE | 1.7M | $232.6M | 1.0% | $91.33 | +31.51% | 7 qtrssince 2019-Q2 | Decreased 0 |
MASTERCARD INC - A | 565,425 | $201.8M | 0.9% | $256.14 | +34.73% | 7 qtrssince 2019-Q2 | Increased 44 |
M&T BANK CORP manages $22.8B across 1709 positions as of Q4 2020. Top holdings: IEFA (5.3%), AAPL (3.6%), IWB (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 160 new positions, 84 exits, 634 increased. Top move: IVW (INCREASED, conviction 79). Portfolio: $22.8B across 1709 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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