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
451
$278K 0.01%
1,629
-838
452
$278K 0.01%
573
-180
453
$273K 0.01%
1,221
+72
454
$273K 0.01%
2,024
-822
455
$270K 0.01%
+7,300
456
$270K 0.01%
464
-141
457
$269K 0.01%
8,739
-2,096
458
$266K 0.01%
871
-367
459
$266K 0.01%
269
+3
460
$262K 0.01%
1,030
-39
461
$262K 0.01%
4,060
462
$261K 0.01%
+2,318
463
$258K 0.01%
3,305
464
$257K 0.01%
3,909
-1,096
465
$256K 0.01%
18,392
-5,270
466
$256K 0.01%
+1,723
467
$254K 0.01%
3,685
-947
468
$252K 0.01%
5,587
-1,318
469
$250K 0.01%
1,613
-16
470
$250K 0.01%
+2,623
471
$248K 0.01%
+1,441
472
$246K 0.01%
12,817
-500
473
$244K 0.01%
+563
474
$242K 0.01%
1,606
475
$241K 0.01%
3,437
+502
17 18
19
20 21