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
526
– –
-3,985
527
– –
-13,501
528
– –
-3,416
529
– –
-2,616
530
– –
-1,924
531
– –
-13,054
532
– –
-15,146
533
– –
-31,064
534
– –
-4,877
535
– –
-2,682
536
– –
-1,394
537
– –
-12,000
538
– –
-4,640
539
– –
-5,509
540
– –
-3,890
541
– –
-3,588
542
– –
-957
543
– –
-998
544
– –
-7,818
545
– –
-1,428
546
– –
-6,470
547
– –
-3,252
548
– –
-10,127
549
– –
-926
550
– –
-984
19 20 21
22
23