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
351
$452K 0.02%
4,800
-178
352
$449K 0.02%
4,836
-2,089
353
$448K 0.02%
785
-220
354
$446K 0.02%
19,628
-16,722
355
$443K 0.02%
10,700
-2,576
356
$440K 0.02%
3,566
-1,226
357
$439K 0.02%
+2,593
358
$434K 0.02%
65,894
-1,557
359
$433K 0.02%
4,619
360
$433K 0.02%
12,000
361
$429K 0.02%
1,892
+159
362
$426K 0.02%
4,773
-72
363
$424K 0.02%
4,056
-2,761
364
$422K 0.02%
2,094
+98
365
$416K 0.02%
13,754
-253
366
$410K 0.02%
2,400
+18
367
$408K 0.02%
2,317
-288
368
$407K 0.02%
2,144
+402
369
$402K 0.02%
35,215
-737
370
$402K 0.02%
4,390
-92
371
$402K 0.02%
1,892
+57
372
$401K 0.02%
21,272
-21,669
373
$399K 0.02%
1,836
-270
374
$398K 0.02%
1,738
-24
375
$398K 0.02%
5,485
-26
13 14
15
16 17