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
376
$256K 0.01%
+1,097
377
$255K 0.01%
2,983
-105
378
$255K 0.01%
3,238
+206
379
$255K 0.01%
3,831
-3,284
380
$254K 0.01%
+1,806
381
$254K 0.01%
8,530
+536
382
$254K 0.01%
2,278
+84
383
$251K 0.01%
2,730
-67
384
$251K 0.01%
2,288
+244
385
$250K 0.01%
1,395
-55
386
$249K 0.01%
2,482
-568
387
$249K 0.01%
4,734
+716
388
$249K 0.01%
7,933
+1,015
389
$248K 0.01%
4,205
+121
390
$247K 0.01%
3,667
+206
391
$247K 0.01%
8,151
-3,127
392
$247K 0.01%
+2,088
393
$246K 0.01%
+5,188
394
$245K 0.01%
1,365
+100
395
$244K 0.01%
965
-35
396
$244K 0.01%
3,157
+190
397
$241K 0.01%
2,474
-19
398
$241K 0.01%
+1,655
399
$239K 0.01%
+3,425
400
$238K 0.01%
2,199
+34