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
376
$397K 0.02%
5,280
-82
377
$394K 0.02%
2,241
-33
378
$391K 0.02%
+1,691
379
$389K 0.02%
+3,002
380
$389K 0.02%
888
+195
381
$387K 0.02%
5,571
-2,704
382
$386K 0.02%
4,653
+442
383
$384K 0.02%
1,948
-62
384
$380K 0.02%
28,230
385
$379K 0.02%
2,726
+59
386
$378K 0.02%
3,887
-179
387
$376K 0.02%
4,702
-102
388
$375K 0.02%
1,140
-260
389
$373K 0.02%
6,393
+350
390
$371K 0.02%
1,375
+32
391
$371K 0.02%
3,568
-52
392
$370K 0.02%
8,048
+413
393
$363K 0.01%
11,827
394
$363K 0.01%
1,052
+46
395
$363K 0.01%
5,085
-30
396
$363K 0.01%
10,511
-171
397
$362K 0.01%
1,145
-7
398
$354K 0.01%
5,824
+1,915
399
$351K 0.01%
1,922
-20
400
$346K 0.01%
6,274
-883
14 15
16
17 18