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
26
$8.34M 0.34%
238,091
+10,471
27
$7.59M 0.31%
167,406
+884
28
$7.51M 0.3%
45,266
-2,284
29
$7.43M 0.3%
28,680
+2,815
30
$7.39M 0.3%
7,810
-133
31
$7.2M 0.29%
28,950
-1,727
32
$6.99M 0.28%
82,131
33
$6.8M 0.27%
57,162
+2,187
34
$6.37M 0.26%
88,889
+8,284
35
$6.3M 0.25%
45,068
-1,672
36
$6.19M 0.25%
69,002
-2,422
37
$6.05M 0.24%
38,094
-1,414
38
$5.96M 0.24%
15,534
-646
39
$5.72M 0.23%
137,144
-11,831
40
$5.67M 0.23%
9,050
-134
41
$5.49M 0.22%
17,611
-229
42
$5.42M 0.22%
9,192
+101
43
$5.36M 0.22%
81,685
-2,610
44
$5.35M 0.22%
10,224
-595
45
$5.33M 0.22%
28,350
-3,412
46
$5.03M 0.2%
41,318
-1,327
47
$4.91M 0.2%
55,929
-1,939
48
$4.69M 0.19%
47,519
-4,987
49
$4.69M 0.19%
22,565
-1,612
50
$4.64M 0.19%
27,225
-405
1
2
3 4 5