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M&T Bank Corp

Q2 2025 · Filed 2025-08-13
Market Value
$29.1B
+6.1%
Holdings
1,555
-77
New Purchases
82
Added To
575
Closed
62
Reduced
756
Top 10 Concentration
29.9%
Turnover
9.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.61% 3.01% +0.60% $1.0B
AVGO 1.62% 1.06% +0.56% $470M
NVDA 1.99% 1.46% +0.53% $579M
IWF 3.74% 3.34% +0.40% $1.1B
IWB 3.42% 3.15% +0.27% $993M
ORCL 0.66% 0.46% +0.19% $191M
IEFA 4.07% 3.88% +0.19% $1.2B
TSPA 0.76% 0.63% +0.13% $221M
JPM 1.85% 1.73% +0.12% $537M
SPY 1.19% 1.08% +0.11% $345M
TSM 0.25% 0.15% +0.10% $72M
VOO 0.94% 0.85% +0.09% $272M
IEMG 2.03% 1.94% +0.09% $590M
IVW 1.61% 1.53% +0.08% $468M
VEU 0.10% 0.04% +0.06% $29M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.46% 4.17% -0.71% $1.0B
MRK 0.44% 0.65% -0.22% $128M
PG 0.73% 0.88% -0.15% $213M
XOM 0.66% 0.81% -0.15% $192M
CVX 0.49% 0.62% -0.13% $141M
JNJ 0.87% 1.00% -0.13% $252M
ABBV 0.59% 0.72% -0.13% $171M
COP 0.33% 0.45% -0.12% $95M
PEP 0.49% 0.62% -0.12% $144M
AMGN 0.22% 0.33% -0.11% $65M
UNH 0.30% 0.41% -0.10% $88M
BRK-B 0.49% 0.58% -0.09% $142M
UNP 0.33% 0.41% -0.08% $96M
USB 0.11% 0.19% -0.08% $32M
DOW 0.17% 0.24% -0.07% $50M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $11.9B 41.1%
Large Cap 851 $15.6B 53.8%
Mid Cap 496 $1.3B 4.6%
Small Cap 109 $159M 0.5%
Micro Cap 20 $5M 0.0%

Portfolio Analytics

Avg Market Cap
$67.6B
Median Market Cap
$14.2B
Avg P/E
32.4
Median P/E
22.2
Avg Dividend Yield
0.03%
Avg Beta
0.97
# Stocks
1,290
# ETFs / Funds
265

Top Holdings (1,555 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IEFA 4.07% 14,151,324 $1.2B $83.48 $118M +98,234 +0.7%
2 IWF 3.74% 2,560,776 $1.1B $424.60 $173M +27,927 +1.1%
3 MSFT 3.61% 2,106,815 $1.0B $497.41 $224M -86,867 -4.0%
4 AAPL 3.46% 4,901,724 $1.0B $205.17 -$138M -245,478 -4.8%
5 IWB 3.42% 2,923,970 $993M $339.57 $130M +112,152 +4.0%
6 IVV 2.84% 1,326,911 $824M $620.90 $57M -37,638 -2.8%
7 IWD 2.63% 3,931,029 $764M $194.23 $48M +126,874 +3.3%
8 QUAL 2.09% 3,315,645 $606M $182.82 $33M -36,303 -1.1%
9 IEMG 2.03% 9,836,743 $590M $60.03 $58M -32,458 -0.3%
10 NVDA 1.99% 3,664,654 $579M $157.99 $179M -27,377 -0.7%
11 JPM 1.85% 1,851,758 $537M $289.91 $63M -78,067 -4.0%
12 IWM 1.75% 2,353,290 $508M $215.79 $38M -3,770 -0.2%
13 AMZN 1.64% 2,165,153 $475M $219.39 $38M -129,918 -5.7%
14 AVGO 1.62% 1,706,662 $470M $275.65 $181M -23,429 -1.4%
15 IVW 1.61% 4,250,432 $468M $110.10 $49M -259,127 -5.8%
16 GOOG 1.28% 2,098,491 $372M $177.39 $31M -88,389 -4.0%
17 SPY 1.19% 558,566 $345M $617.85 $49M +28,568 +5.4%
18 VEA 1.14% 5,785,694 $330M $57.01 $24M -237,098 -3.9%
19 META 1.04% 409,859 $303M $738.09 $31M -60,429 -12.8%
20 MTB 0.99% 1,486,878 $288M $193.99 $23M -495 -0.0%
21 VOO 0.94% 479,022 $272M $568.03 $40M +27,878 +6.2%
22 BND 0.88% 3,467,056 $255M $73.63 $6M +71,125 +2.1%
23 JNJ 0.87% 1,651,181 $252M $152.75 -$22M -3,153 -0.2%
24 MA 0.78% 405,689 $228M $561.94 $3M -4,160 -1.0%
25 TSPA 0.76% 5,689,431 $221M $38.89 $48M +773,339 +15.7%
26 HD 0.76% 598,258 $219M $366.64 -$5M -12,672 -2.1%
27 PG 0.73% 1,339,519 $213M $159.32 -$29M -81,018 -5.7%
28 COST 0.69% 203,946 $202M $989.94 $6M -3,102 -1.5%
29 LLY 0.68% 253,965 $198M $779.53 -$6M +7,311 +3.0%
30 XOM 0.66% 1,781,387 $192M $107.80 -$30M -81,812 -4.4%
31 ORCL 0.66% 872,967 $191M $218.63 $64M -36,198 -4.0%
32 GOOGL 0.65% 1,070,547 $189M $176.23 $22M -9,936 -0.9%
33 VGSH 0.64% 3,162,507 $186M $58.78 -$4M -77,940 -2.4%
34 CSCO 0.64% 2,660,825 $185M $69.38 $19M -25,435 -0.9%
35 EFA 0.61% 1,991,117 $178M $89.39 $14M -18,861 -0.9%
36 ABBV 0.59% 922,338 $171M $185.62 -$26M -19,972 -2.1%
37 IVE 0.58% 864,195 $169M $195.42 -$9M -66,609 -7.2%
38 BLK 0.56% 154,891 $163M $1,049.25 $15M -1,225 -0.8%
39 BAC 0.56% 3,420,879 $162M $47.32 $16M -71,222 -2.0%
40 IWN 0.55% 1,012,549 $160M $157.76 $1M -36,688 -3.5%
41 CTVA 0.50% 1,943,148 $145M $74.53 $21M -29,875 -1.5%
42 PEP 0.49% 1,087,183 $144M $132.04 -$25M -38,185 -3.4%
43 BRK-B 0.49% 292,106 $142M $485.77 -$16M -4,798 -1.6%
44 CVX 0.49% 984,545 $141M $143.19 -$29M -29,380 -2.9%
45 QCOM 0.47% 849,975 $135M $159.26 -$363K -33,626 -3.8%
46 VWO 0.44% 2,584,050 $128M $49.46 $8M -57,813 -2.2%
47 MRK 0.44% 1,610,987 $128M $79.16 -$52M -386,932 -19.4%
48 IBM 0.43% 422,817 $125M $294.78 $19M -2,433 -0.6%
49 PM 0.43% 678,681 $124M $182.13 $12M -26,636 -3.8%
50 REET 0.42% 4,912,571 $121M $24.70 $2M -4,465 -0.1%
51 ABT 0.41% 883,084 $120M $136.01 -$2M -35,141 -3.8%
52 MS 0.40% 817,487 $115M $140.86 $20M +2,854 +0.3%
53 IJR 0.39% 1,044,957 $114M $109.29 -$5M -91,045 -8.0%
54 DD 0.39% 1,663,459 $114M $68.59 -$11M -7,653 -0.5%
55 V 0.37% 302,019 $107M $355.05 -$2M -9,368 -3.0%
56 TSLA 0.36% 331,039 $105M $317.66 $20M +3,185 +1.0%
57 IWO 0.36% 366,505 $105M $285.86 $4M -26,056 -6.6%
58 ADP 0.35% 331,381 $102M $308.40 -$4M -17,094 -4.9%
59 DIS 0.35% 822,127 $102M $124.01 $19M -19,334 -2.3%
60 ADI 0.35% 421,252 $100M $238.02 $19M +16,511 +4.1%
61 APD 0.34% 351,556 $99M $282.06 -$7M -9,078 -2.5%
62 VGT 0.34% 149,059 $99M $663.28 $11M -12,147 -7.5%
63 IJH 0.34% 1,573,707 $98M $62.02 $4M -30,928 -1.9%
64 UNP 0.33% 417,709 $96M $230.08 -$17M -60,508 -12.7%
65 COP 0.33% 1,055,591 $95M $89.74 -$29M -118,118 -10.1%
66 KO 0.32% 1,318,677 $93M $70.75 -$4M -38,737 -2.9%
67 MCD 0.32% 319,078 $93M $292.17 -$11M -14,026 -4.2%
68 EFV 0.31% 1,417,626 $90M $63.48 $4M -37,322 -2.6%
69 JCI 0.31% 851,184 $90M $105.62 $21M -5,861 -0.7%
70 LMT 0.31% 191,594 $89M $463.14 $3M -1,347 -0.7%
71 UNH 0.30% 283,249 $88M $311.97 -$24M +69,384 +32.4%
72 DHR 0.30% 446,321 $88M $197.54 -$6M -12,733 -2.8%
73 HDV 0.30% 742,387 $87M $117.17 -$1M +12,971 +1.8%
74 CAT 0.28% 209,922 $81M $388.21 $15M +7,747 +3.8%
75 RTX 0.28% 555,191 $81M $146.02 $5M -15,491 -2.7%
76 DE 0.26% 150,084 $76M $508.49 $6M +1,196 +0.8%
77 QQQ 0.26% 138,319 $76M $551.64 $9M -5,333 -3.7%
78 VB 0.25% 311,926 $74M $236.98 $12M +31,461 +11.2%
79 TSM 0.25% 319,890 $72M $226.49 $30M +66,633 +26.3%
80 AEP 0.25% 694,026 $72M $103.76 -$296K +32,299 +4.9%
81 NEE 0.24% 1,019,547 $71M $69.42 -$3M -19,718 -1.9%
82 ACN 0.24% 235,631 $70M $298.89 -$4M -3,762 -1.6%
83 EFG 0.24% 618,385 $69M $112.00 $4M -37,309 -5.7%
84 IXUS 0.23% 880,514 $68M $77.31 $5M -17,416 -1.9%
85 LOW 0.23% 305,103 $68M $221.87 -$5M -5,381 -1.7%
86 BKNG 0.23% 11,306 $65M $5,789.19 $13M -81 -0.7%
87 EOG 0.23% 546,464 $65M $119.61 -$6M -7,451 -1.4%
88 AMGN 0.22% 231,486 $65M $279.21 -$27M -61,355 -20.9%
89 WMT 0.22% 656,728 $64M $97.78 $5M -23,359 -3.4%
90 SUSA 0.22% 503,649 $64M $126.75 $5M -12,401 -2.4%
91 PFE 0.21% 2,568,968 $62M $24.24 -$2M +40,612 +1.6%
92 MET 0.21% 773,766 $62M $80.42 -$512K -7,636 -1.0%
93 EMR 0.21% 460,506 $61M $133.33 $8M -29,705 -6.1%
94 AMT 0.21% 276,551 $61M $221.02 $9M +38,963 +16.4%
95 VZ 0.21% 1,404,433 $61M $43.27 -$4M -16,297 -1.1%
96 IJS 0.20% 595,125 $59M $99.49 -$4M -56,894 -8.7%
97 PSX 0.20% 493,201 $59M $119.30 -$4M -14,082 -2.8%
98 SHY 0.20% 707,667 $59M $82.86 $4M +43,209 +6.5%
99 HON 0.20% 249,180 $58M $232.88 $5M -893 -0.4%
100 TJX 0.20% 466,528 $58M $123.49 -$923K -14,046 -2.9%

New Positions

SymbolValue% Port
PVAL $4M 0.01%
EMLP $1M —%
NC $953K —%
B $940K —%
VSH $868K —%
HSAI $775K —%
VLRS $704K —%
LANC $650K —%
HIMS $574K —%
ITUB $565K —%
RAL $425K —%
GRAL $409K —%
FULT $389K —%
HBB $385K —%
DGRW $354K —%

Sold Out Positions

SymbolValue% Port
WH —%
IVZ —%
WES —%
HESM —%
INSP —%
CPRI —%
GLOB —%
GHC —%
AOMR —%
KT —%
NVST —%
MHK —%
HOG —%
JBGS —%
HXL —%
View SEC EDGAR Filings for M&T Bank Corp →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms