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
$1.91B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$1.55M
3 +$1.36M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.35M
5
ETR icon
Entergy
ETR
+$1.3M

Top Sells

1 +$2.48M
2 +$1.55M
3 +$1.5M
4
VOD icon
Vodafone
VOD
+$1.46M
5
MRK icon
Merck
MRK
+$1.42M

Sector Composition

1 Technology 9.44%
2 Financials 5.72%
3 Healthcare 5.22%
4 Consumer Discretionary 3.77%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$495K 0.03%
2,455
+387
252
$493K 0.03%
12,334
-1,131
253
$491K 0.03%
12,947
+2,382
254
$490K 0.03%
+12,916
255
$488K 0.03%
9,596
+1,027
256
$488K 0.03%
2,190
-54
257
$476K 0.03%
3,977
+1,759
258
$469K 0.02%
9,423
-1,705
259
$468K 0.02%
4,257
-697
260
$463K 0.02%
6,092
+860
261
$461K 0.02%
1,033
+420
262
$460K 0.02%
9,425
+4,491
263
$455K 0.02%
8,590
+1,900
264
$453K 0.02%
2,119
+54
265
$445K 0.02%
16,092
-140
266
$444K 0.02%
+1,823
267
$436K 0.02%
4,979
+410
268
$435K 0.02%
3,003
-583
269
$434K 0.02%
8,853
+1,685
270
$430K 0.02%
3,648
-54
271
$428K 0.02%
5,698
+586
272
$428K 0.02%
10,588
+1,458
273
$427K 0.02%
924
+354
274
$424K 0.02%
1,334
+309
275
$422K 0.02%
2,064
+156