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
276
$686K 0.03%
5,351
+85
277
$683K 0.03%
26,297
-1,760
278
$682K 0.03%
4,476
-211
279
$681K 0.03%
3,513
-439
280
$673K 0.03%
6,547
+311
281
$670K 0.03%
1,540
+460
282
$670K 0.03%
1,981
-13
283
$653K 0.03%
4,362
+45
284
$651K 0.03%
4,072
+356
285
$646K 0.03%
6,544
+290
286
$640K 0.03%
1,374
+33
287
$634K 0.03%
2,900
+81
288
$631K 0.03%
1,581
+9
289
$630K 0.03%
29,354
+2,712
290
$628K 0.03%
5,012
+126
291
$627K 0.03%
2,044
292
$626K 0.03%
5,230
+2,033
293
$621K 0.03%
9,785
-2,549
294
$617K 0.02%
10,750
-1,272
295
$610K 0.02%
1,192
-21
296
$610K 0.02%
17,592
+992
297
$606K 0.02%
3,500
+835
298
$602K 0.02%
1,723
+191
299
$599K 0.02%
2,712
-545
300
$598K 0.02%
32,172
10 11
12
13 14