FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.26M
3
+$1.04M
4
AMAT icon
Applied Materials
AMAT
+$1.03M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$742K

Top Sells

1
+$2.06M
2
+$1.45M
3
+$1.21M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.17M
5
DE icon
Deere & Co
DE
+$1.07M

Sector Composition

1 Technology 10.68%
2 Financials 6.51%
3 Healthcare 4.15%
4 Consumer Discretionary 4.1%
5 Communication Services 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$839K 0.03%
3,593
-103
227
$835K 0.03%
4,891
-1,589
228
$830K 0.03%
8,363
+55
229
$826K 0.03%
15,414
+602
230
$821K 0.03%
3,447
-149
231
$821K 0.03%
2,578
-40
232
$819K 0.03%
1,489
+530
233
$816K 0.03%
11,498
-999
234
$813K 0.03%
3,145
+353
235
$813K 0.03%
28,378
236
$811K 0.03%
3,350
-26
237
$807K 0.03%
6,177
-986
238
$804K 0.03%
16,568
239
$802K 0.03%
4,834
-427
240
$802K 0.03%
2,942
+67
241
$797K 0.03%
1,698
-2,270
242
$795K 0.03%
5,806
+2,209
243
$793K 0.03%
5,196
-182
244
$788K 0.03%
2,788
-165
245
$787K 0.03%
12,675
246
$773K 0.03%
3,190
-156
247
$770K 0.03%
3,168
+129
248
$769K 0.03%
1,651
+6
249
$766K 0.03%
13,601
250
$765K 0.03%
18,305
-213
8 9
10
11 12