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
$1.91B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.55M
3
+$1.36M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.35M
5
ETR icon
Entergy
ETR
+$1.3M

Top Sells

1
+$2.48M
2
+$1.55M
3
+$1.5M
4
VOD icon
Vodafone
VOD
+$1.46M
5
MRK icon
Merck
MRK
+$1.42M

Sector Composition

1 Technology 9.44%
2 Financials 5.72%
3 Healthcare 5.22%
4 Consumer Discretionary 3.77%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$290K 0.02%
+9,154
352
$289K 0.02%
1,171
+8
353
$289K 0.02%
2,189
-158
354
$287K 0.02%
4,523
-575
355
$286K 0.02%
1,294
-281
356
$286K 0.02%
2,319
+87
357
$286K 0.02%
1,356
-75
358
$284K 0.01%
2,382
-255
359
$280K 0.01%
2,225
360
$279K 0.01%
2,996
+13
361
$277K 0.01%
18,074
+1,171
362
$275K 0.01%
7,698
+289
363
$274K 0.01%
571
+76
364
$273K 0.01%
4,452
-159
365
$268K 0.01%
2,147
-428
366
$267K 0.01%
4,968
+403
367
$267K 0.01%
+1,870
368
$266K 0.01%
+23,499
369
$266K 0.01%
9,693
+171
370
$265K 0.01%
+3,894
371
$265K 0.01%
2,800
+292
372
$264K 0.01%
3,986
-458
373
$259K 0.01%
+8,181
374
$258K 0.01%
1,743
+103
375
$257K 0.01%
2,659
+155
13 14
15
16 17