Karin Meis

@M&t Bank Corp

Latest period2024 - Q3

Reported2mo ago

Managed Assets$30.413B

Total holdings1585

Assets growth rate3.8%

Assets growth rate (2-Q avg)2.88%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in M&t Bank Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1585 positions.

Assets under management

The assets under management (AUM) of M&t Bank Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 30.413B in assets, with a quarterly growth rate of 3.8% and a 2-quarter average growth rate of 2.88%. The portfolio is managed by Karin Meis, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BNDVanguard Bd Index Fds Recent Activity Increased 0.8%	0.76%	$228.353M 3.04M shares@ $75.12 avg price	Increased 0.8%
IWNIshares Tr Recent Activity Increased 20.58%	0.64%	$192.56M 1.154M shares@ $166.82 avg price	Increased 20.58%
DDDupont De Nemours Inc Recent Activity Increased 0.69%	0.51%	$154.562M 1.735M shares@ $89.12 avg price	Increased 0.69%
QCOMQualcomm Inc Recent Activity Increased 1.29%	0.51%	$154.115M 906,068 shares@ $170.1 avg price	Increased 1.29%
UNHUnitedhealth Group Inc Recent Activity Increased 13.41%	0.43%	$128.975M 220,590 shares@ $584.69 avg price	Increased 13.41%
CTVACorteva Inc Recent Activity Increased 0.79%	0.41%	$122.107M 2.077M shares@ $58.79 avg price	Increased 0.79%
TSLATesla Inc Recent Activity Increased 13.26%	0.3%	$89.332M 341,442 shares@ $261.64 avg price	Increased 13.26%
HDVIshares Tr Recent Activity Increased 1.51%	0.29%	$85.297M 725,191 shares@ $117.62 avg price	Increased 1.51%
PFEPfizer Inc Recent Activity Increased 5.4%	0.28%	$83.651M 2.89M shares@ $28.95 avg price	Increased 5.4%
ADBEAdobe Inc Recent Activity Increased 3.93%	0.27%	$80.876M 156,198 shares@ $517.78 avg price	Increased 3.93%