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
$1.25B
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
301
– –
-4,859
302
– –
-4,252
303
– –
-8,476
304
– –
-6,139
305
– –
-3,652
306
– –
-2,593
307
– –
-12,775
308
– –
-3,643
309
– –
-27,735
310
– –
-1,983
311
– –
-1,000
312
– –
-16,533
313
– –
-9,758
314
– –
-1,875
315
– –
-10,248
316
– –
-3,012
317
– –
-2,073
318
– –
-25,668
319
– –
-1,690
320
– –
-1,282
321
– –
-3,136
322
– –
-2,532
323
– –
-4,274
324
– –
-2,668
325
– –
-4,399
10 11 12
13
14