Institutional investor · Portfolio as of Q4 2023
Quarterly Portfolio Change
M&T BANK CORP manages $27.2B across 1577 positions as of Q4 2023. Top holdings: AAPL (4.1%), IEFA (4.0%), MSFT (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 99 new positions, 59 exits, 519 increased. Top move: IEFA (INCREASED, conviction 59). Portfolio: $27.2B across 1577 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile