FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
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
251
$205K 0.02%
+2,429
252
$204K 0.02%
2,183
+236
253
$201K 0.02%
9,910
-385
254
$185K 0.01%
14,767
-2,957
255
$174K 0.01%
11,805
-3,078
256
$160K 0.01%
27,331
-494
257
$123K 0.01%
10,151
-1,475
258
$119K 0.01%
+11,551
259
$101K 0.01%
43,800
-2,926
260
$101K 0.01%
16,755
+644
261
$94K 0.01%
17,420
-1,809
262
$89K 0.01%
+11,414
263
$85K 0.01%
+30,701
264
$50K ﹤0.01%
21,641
+6,940
265
– –
-6,206
266
– –
-6,266
267
– –
-61,907
268
– –
-1,137
269
– –
-16,525
270
– –
-1,048
271
– –
-536
272
– –
-2,559
273
– –
-4,345
274
– –
-3,175
275
– –
-3,705
9 10
11
12 13