M&T BANK CORP
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,638 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 5.8M | $1.1B | 4.1% | $102.46 | +85.64% | 19 qtrssince 2019-Q2 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 15.6M | $1.1B | 4.0% | $46.95 | +39.69% | 16 qtrssince 2020-Q1 | Increased 59 |
MICROSOFT CORP | 2.5M | $943.8M | 3.5% | $152.52 | +141.40% | 19 qtrssince 2019-Q2 | Decreased 0 |
ISHARES RUSSELL 1000 ETF | 3M | $774.9M | 2.8% | $159.61 | +60.61% | 16 qtrssince 2020-Q1 | Increased 55 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 2.5M | $751.8M | 2.8% | $40.97 | +83.03% | 16 qtrssince 2020-Q1 | Increased 54 |
ISHARES CORE S&P 500 ETF | 1.4M | $664.3M | 2.4% | $290.14 | +60.34% | 16 qtrssince 2020-Q1 | Increased 57 |
ISHARES CORE MSCI EMERGING | 12.8M | $645.5M | 2.4% | $39.80 | +19.64% | 16 qtrssince 2020-Q1 | Increased 54 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 3.7M | $607.2M | 2.2% | $121.53 | +31.05% | 16 qtrssince 2020-Q1 | Increased 54 |
ISHARES MSCI USA QUALITY FAC | 3.7M | $539.4M | 2.0% | $101.24 | +42.42% | 16 qtrssince 2020-Q1 | Increased 50 |
ISHARES RUSSELL 2000 ETF ETF | 2.6M | $521.7M | 1.9% | $125.34 | +56.51% | 16 qtrssince 2020-Q1 | Increased 51 |
ISHARES S&P 500 GROWTH ETF | 5.2M | $387.5M | 1.4% | $56.32 | +32.15% | 16 qtrssince 2020-Q1 | Decreased 0 |
AMAZON.COM INC | 2.5M | $379.8M | 1.4% | $108.77 | +39.70% | 19 qtrssince 2019-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 2.1M | $348.9M | 1.3% | $96.20 | +68.36% | 19 qtrssince 2019-Q2 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 700,103 | $332.8M | 1.2% | $296.54 | +56.41% | 19 qtrssince 2019-Q2 | Increased 49 |
JOHNSON & JOHNSON | 2M | $321.2M | 1.2% | $121.19 | +19.72% | 19 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 6.5M | $309.5M | 1.1% | $35.00 | +28.03% | 19 qtrssince 2019-Q2 | Decreased 0 |
ALPHABET INC-CL C | 2.1M | $291.2M | 1.1% | $95.36 | +46.68% | 19 qtrssince 2019-Q2 | Decreased 0 |
MERCK & CO. INC. | 2.3M | $256M | 0.9% | $70.09 | +45.93% | 19 qtrssince 2019-Q2 | Decreased 0 |
BROADCOM INC | 219,809 | $245.4M | 0.9% | $30.40 | +257.80% | 19 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD S&P 500 ETF | 537,933 | $235M | 0.9% | $293.05 | +45.33% | 19 qtrssince 2019-Q2 | Increased 45 |
M&T BANK CORP manages $27.2B across 1638 positions as of Q4 2023. Top holdings: AAPL (4.1%), IEFA (4.0%), MSFT (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 99 new positions, 59 exits, 519 increased. Top move: IEFA (INCREASED, conviction 59). Portfolio: $27.2B across 1638 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