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
426
$310K 0.01%
2,066
-34
427
$310K 0.01%
2,093
+4
428
$309K 0.01%
3,169
-377
429
$306K 0.01%
4,685
-2,274
430
$305K 0.01%
1,302
-12
431
$299K 0.01%
3,537
-42
432
$297K 0.01%
1,275
-15
433
$297K 0.01%
1,170
-7
434
$296K 0.01%
14,762
-3,604
435
$295K 0.01%
11,277
-44
436
$293K 0.01%
7,731
+15
437
$292K 0.01%
3,990
-675
438
$292K 0.01%
3,351
+99
439
$292K 0.01%
1,530
-539
440
$290K 0.01%
6,342
+14
441
$288K 0.01%
4,085
-1,733
442
$287K 0.01%
1,964
+564
443
$286K 0.01%
11,317
-217
444
$284K 0.01%
468
445
$283K 0.01%
19,883
-17,918
446
$282K 0.01%
+3,580
447
$281K 0.01%
2,946
+256
448
$281K 0.01%
6,896
-104
449
$279K 0.01%
2,214
450
$278K 0.01%
2,234
+50
16 17
18
19 20