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
426
$208K 0.01%
4,775
-18
427
$207K 0.01%
7,050
+130
428
$207K 0.01%
+1,882
429
$206K 0.01%
4,495
+32
430
$206K 0.01%
+2,438
431
$204K 0.01%
5,022
+651
432
$203K 0.01%
9,506
433
$203K 0.01%
+3,489
434
$202K 0.01%
+5,682
435
$201K 0.01%
+2,108
436
$200K 0.01%
538
+7
437
$200K 0.01%
+5,100
438
$191K 0.01%
10,952
+173
439
$166K 0.01%
13,158
+1,298
440
$153K 0.01%
+10,099
441
$136K 0.01%
+11,305
442
$132K 0.01%
11,872
+123
443
$126K 0.01%
+10,080
444
$99.4K 0.01%
+10,731
445
$84.6K ﹤0.01%
+37,700
446
$62.7K ﹤0.01%
14,156
447
$61.9K ﹤0.01%
+11,793
448
$22.5K ﹤0.01%
2,981
449
– –
-7,815
450
– –
-8,691
15 16 17
18
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