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
251
$755K 0.03%
8,655
252
$753K 0.03%
13,770
-5,216
253
$743K 0.03%
12,390
+162
254
$742K 0.03%
3,767
-56
255
$742K 0.03%
+6,372
256
$738K 0.03%
3,661
-310
257
$737K 0.03%
2,226
-570
258
$736K 0.03%
6,263
259
$732K 0.03%
3,052
-460
260
$729K 0.03%
25,216
-182
261
$728K 0.03%
1,697
+239
262
$725K 0.03%
3,661
-285
263
$724K 0.03%
1,455
+40
264
$724K 0.03%
8,227
-84
265
$719K 0.03%
24,442
-6,063
266
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6,435
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267
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19,628
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268
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15,308
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269
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10,813
-443
270
$707K 0.03%
2,313
-14
271
$706K 0.03%
9,013
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272
$701K 0.03%
2,082
-459
273
$697K 0.03%
10,653
+1,513
274
$691K 0.03%
7,948
-1,142
275
$690K 0.03%
6,181
-93
9 10
11
12 13