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
401
$345K 0.01%
16,236
+1,731
402
$343K 0.01%
+1,880
403
$341K 0.01%
+4,476
404
$340K 0.01%
246
-3
405
$339K 0.01%
2,284
-50
406
$338K 0.01%
3,609
+154
407
$336K 0.01%
9,948
+402
408
$335K 0.01%
2,228
-1,400
409
$335K 0.01%
4,175
-73
410
$334K 0.01%
2,009
411
$332K 0.01%
8,729
-278
412
$330K 0.01%
1,447
-175
413
$329K 0.01%
2,434
-1
414
$329K 0.01%
4,081
-235
415
$324K 0.01%
5,153
-2,934
416
$321K 0.01%
10,290
+388
417
$321K 0.01%
952
-14
418
$320K 0.01%
3,791
+73
419
$318K 0.01%
9,093
-116
420
$318K 0.01%
3,527
+45
421
$317K 0.01%
4,671
-270
422
$316K 0.01%
+3,185
423
$314K 0.01%
5,110
-158
424
$313K 0.01%
1,934
+53
425
$310K 0.01%
35,194
+1,752
15 16
17
18 19