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
476
$240K 0.01%
2,012
+123
477
$238K 0.01%
1,356
+133
478
$237K 0.01%
15,448
-2,275
479
$236K 0.01%
892
480
$232K 0.01%
1,560
-284
481
$231K 0.01%
5,856
-68
482
$230K 0.01%
5,866
+75
483
$227K 0.01%
+1,022
484
$226K 0.01%
6,211
-2,007
485
$225K 0.01%
1,959
-1,147
486
$225K 0.01%
1,758
+180
487
$224K 0.01%
2,546
-30
488
$224K 0.01%
4,062
-453
489
$222K 0.01%
+1,050
490
$218K 0.01%
3,246
-45
491
$218K 0.01%
+2,440
492
$218K 0.01%
877
-5
493
$216K 0.01%
2,609
-461
494
$214K 0.01%
1,716
-96
495
$214K 0.01%
1,251
-79
496
$210K 0.01%
9,497
-35
497
$210K 0.01%
2,026
+122
498
$210K 0.01%
1,487
-227
499
$208K 0.01%
+3,527
500
$204K 0.01%
3,438
-132
18 19
20
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