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
26
$6.35M 0.33%
48,745
-11,886
27
$5.81M 0.3%
12,297
+12
28
$5.65M 0.3%
34,650
+1,620
29
$5.59M 0.29%
18,942
-298
30
$5.58M 0.29%
196,274
-4,082
31
$5.38M 0.28%
164,526
+4,714
32
$5.14M 0.27%
51,337
-706
33
$4.82M 0.25%
42,657
-542
34
$4.73M 0.25%
76,294
+16,151
35
$4.68M 0.25%
28,277
-1,096
36
$4.67M 0.24%
35,611
+1,332
37
$4.49M 0.24%
7,786
+20
38
$4.37M 0.23%
35,606
+74
39
$4.31M 0.23%
10,895
-54
40
$4.3M 0.23%
44,203
-140
41
$4.27M 0.22%
27,498
-1,286
42
$4.25M 0.22%
28,668
-1,224
43
$4.22M 0.22%
43,701
-72
44
$4.21M 0.22%
143,576
+1,422
45
$4.16M 0.22%
27,994
+1,086
46
$4.03M 0.21%
36,753
-2,191
47
$3.97M 0.21%
50,666
-1,525
48
$3.92M 0.21%
11,422
+219
49
$3.89M 0.2%
39,231
-1,832
50
$3.88M 0.2%
18,721
+496
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2
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