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
401
$236K 0.01%
+1,235
402
$236K 0.01%
+5,987
403
$235K 0.01%
6,814
-70
404
$233K 0.01%
1,690
405
$232K 0.01%
4,419
+238
406
$231K 0.01%
1,686
407
$229K 0.01%
878
-34
408
$226K 0.01%
+1,727
409
$226K 0.01%
4,010
-710
410
$226K 0.01%
+1,432
411
$224K 0.01%
+1,807
412
$223K 0.01%
1,995
-667
413
$219K 0.01%
2,294
-11
414
$219K 0.01%
1,008
-12
415
$217K 0.01%
+6,192
416
$217K 0.01%
53,625
417
$214K 0.01%
+3,052
418
$212K 0.01%
3,691
+4
419
$212K 0.01%
+3,054
420
$211K 0.01%
+3,497
421
$210K 0.01%
+1,067
422
$210K 0.01%
786
-48
423
$210K 0.01%
308
-62
424
$209K 0.01%
+687
425
$209K 0.01%
+2,059