FB

Fulton Bank Portfolio holdings

AUM $2.71B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.93M
3
+$1.37M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.3M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$2.2M
2
+$2.05M
3
+$1.85M
4
VTR icon
Ventas
VTR
+$1.48M
5
AGN
Allergan plc
AGN
+$1.19M

Sector Composition

1 Technology 6.9%
2 Financials 5.6%
3 Healthcare 5.16%
4 Communication Services 3.69%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$252K 0.02%
4,413
+1,660
227
$248K 0.02%
10,500
-3,959
228
$243K 0.02%
+803
229
$239K 0.02%
2,377
-415
230
$239K 0.02%
1,287
+68
231
$239K 0.02%
1,756
-359
232
$238K 0.02%
1,846
+184
233
$237K 0.02%
2,968
-227
234
$227K 0.02%
9,470
-50
235
$225K 0.02%
1,610
-802
236
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+4,591
237
$222K 0.02%
14,575
238
$222K 0.02%
46,402
+855
239
$221K 0.02%
2,829
-93
240
$221K 0.02%
+2,734
241
$220K 0.02%
18,605
-3,690
242
$219K 0.02%
9,351
-166
243
$219K 0.02%
1,807
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244
$216K 0.02%
4,920
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245
$214K 0.02%
+7,106
246
$213K 0.02%
+2,537
247
$212K 0.02%
340
-63
248
$212K 0.02%
1,750
-1,156
249
$212K 0.02%
6,306
+911
250
$206K 0.02%
1,632
-293
8 9
10
11 12