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
326
$515K 0.02%
1,013
-27
327
$508K 0.02%
2,843
-824
328
$508K 0.02%
5,061
-220
329
$503K 0.02%
17,000
-421
330
$501K 0.02%
10,254
+3,715
331
$497K 0.02%
13,718
+362
332
$497K 0.02%
1,720
-27
333
$494K 0.02%
606
+1
334
$493K 0.02%
5,100
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335
$489K 0.02%
8,980
+500
336
$478K 0.02%
12,951
-1,555
337
$477K 0.02%
3,833
+64
338
$476K 0.02%
8,035
-267
339
$471K 0.02%
3,213
-1,179
340
$469K 0.02%
13,461
+858
341
$467K 0.02%
7,963
+1,182
342
$467K 0.02%
1,582
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343
$465K 0.02%
7,703
-576
344
$465K 0.02%
2,895
+293
345
$463K 0.02%
6,916
-172
346
$461K 0.02%
9,541
-23
347
$459K 0.02%
+7,691
348
$455K 0.02%
2,636
349
$453K 0.02%
5,059
-123
350
$453K 0.02%
3,505
+74
12 13
14
15 16