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
$1.25B
AUM Growth
-$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.93M
3
+$1.37M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.3M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$2.2M
2
+$2.05M
3
+$1.85M
4
VTR icon
Ventas
VTR
+$1.48M
5
AGN
Allergan plc
AGN
+$1.19M

Sector Composition

1 Technology 6.9%
2 Financials 5.6%
3 Healthcare 5.16%
4 Communication Services 3.69%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4M 0.32%
105,293
-8,683
27
$3.75M 0.3%
78,322
-10,951
28
$3.73M 0.3%
20,391
-905
29
$3.71M 0.3%
98,052
+7,311
30
$3.68M 0.29%
173,205
+19,998
31
$3.67M 0.29%
50,578
+1,077
32
$3.63M 0.29%
19,428
+903
33
$3.62M 0.29%
14,994
+2,526
34
$3.6M 0.29%
25,465
-390
35
$3.54M 0.28%
32,219
-5,725
36
$3.52M 0.28%
17,337
+193
37
$3.38M 0.27%
46,257
+5,674
38
$3.37M 0.27%
34,899
-4,186
39
$3.33M 0.27%
41,175
-3,589
40
$2.95M 0.24%
27,801
+2,340
41
$2.83M 0.23%
20,932
+2,417
42
$2.77M 0.22%
7,391
+552
43
$2.74M 0.22%
20,458
+665
44
$2.73M 0.22%
33,001
-3,288
45
$2.69M 0.22%
28,838
+3,996
46
$2.65M 0.21%
10,275
-618
47
$2.6M 0.21%
54,957
-3,912
48
$2.56M 0.2%
107,760
+2,960
49
$2.5M 0.2%
21,908
+714
50
$2.49M 0.2%
44,591
+1,818
1
2
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