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
301
$583K 0.02%
2,281
302
$582K 0.02%
6,894
-176
303
$581K 0.02%
1,665
+34
304
$579K 0.02%
5,076
-365
305
$575K 0.02%
5,958
-1,035
306
$568K 0.02%
12,548
+416
307
$562K 0.02%
1,986
-143
308
$559K 0.02%
3,246
+47
309
$555K 0.02%
7,436
-839
310
$555K 0.02%
9,755
+249
311
$548K 0.02%
43,429
+14,676
312
$547K 0.02%
2,402
+19
313
$545K 0.02%
4,020
+101
314
$544K 0.02%
4,683
+634
315
$538K 0.02%
16,967
+155
316
$536K 0.02%
7,425
-67
317
$536K 0.02%
10,228
+741
318
$533K 0.02%
2,574
+150
319
$533K 0.02%
1,453
-986
320
$531K 0.02%
16,066
+106
321
$529K 0.02%
2,895
-302
322
$526K 0.02%
10,904
-566
323
$519K 0.02%
10,720
-6,118
324
$519K 0.02%
2,892
-130
325
$516K 0.02%
3,652
+71
11 12
13
14 15