Institutional investor · Portfolio as of Q2 2024
Quarterly Portfolio Change
M&T BANK CORP manages $29.3B across 1555 positions as of Q2 2024. Top holdings: AAPL (4.2%), IEFA (3.8%), MSFT (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 56 new positions, 67 exits, 573 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $29.3B across 1555 positions.
Top holdings by portfolio weight
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