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
$964M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$934K
3
+$806K
4
EOG icon
EOG Resources
EOG
+$564K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$471K

Top Sells

1
+$1.11M
2
+$980K
3
+$938K
4
MCD icon
McDonald's
MCD
+$725K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$661K

Sector Composition

1 Technology 5.99%
2 Healthcare 5.84%
3 Consumer Staples 4.47%
4 Energy 4.14%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 0.4%
56,957
+2,963
27
$3.64M 0.38%
23,436
+81
28
$3.63M 0.38%
53,643
-1,510
29
$3.56M 0.37%
44,395
+1,200
30
$3.49M 0.36%
25,629
+855
31
$3.43M 0.36%
65,812
+1,186
32
$3.25M 0.34%
60,250
-566
33
$3.25M 0.34%
122,994
+6,754
34
$3.1M 0.32%
131,136
-1,368
35
$3.03M 0.31%
48,002
+714
36
$3.02M 0.31%
71,031
+1,437
37
$2.92M 0.3%
41,394
+786
38
$2.9M 0.3%
58,953
+331
39
$2.9M 0.3%
31,033
+1,125
40
$2.87M 0.3%
85,246
-568
41
$2.79M 0.29%
48,567
-1,023
42
$2.75M 0.29%
39,426
+141
43
$2.74M 0.28%
93,065
-7,799
44
$2.72M 0.28%
23,533
+354
45
$2.63M 0.27%
62,814
+665
46
$2.57M 0.27%
24,157
-269
47
$2.54M 0.26%
48,513
+6,097
48
$2.53M 0.26%
84,266
+31,088
49
$2.53M 0.26%
45,468
-281
50
$2.47M 0.26%
43,921
+199
1
2
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