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
$964M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$934K
3
+$806K
4
EOG icon
EOG Resources
EOG
+$564K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$471K

Top Sells

1
+$1.11M
2
+$980K
3
+$938K
4
MCD icon
McDonald's
MCD
+$725K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$661K

Sector Composition

1 Technology 5.99%
2 Healthcare 5.84%
3 Consumer Staples 4.47%
4 Energy 4.14%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.25%
56,906
+1,330
52
$2.39M 0.25%
86,903
-457
53
$2.29M 0.24%
39,870
+687
54
$2.28M 0.24%
17,883
-76
55
$2.27M 0.24%
54,029
-327
56
$2.24M 0.23%
25,969
-6,149
57
$2.24M 0.23%
45,566
+650
58
$2.21M 0.23%
17,164
-872
59
$2.21M 0.23%
25,775
-1,292
60
$2.04M 0.21%
21,491
-58
61
$2.04M 0.21%
33,332
+167
62
$1.93M 0.2%
15,458
+3,144
63
$1.92M 0.2%
18,141
+394
64
$1.92M 0.2%
52,538
-32
65
$1.82M 0.19%
27,075
-482
66
$1.81M 0.19%
45,076
+20,048
67
$1.81M 0.19%
20,638
+6,439
68
$1.77M 0.18%
26,447
+411
69
$1.72M 0.18%
35,665
-6,864
70
$1.68M 0.17%
23,053
+5,148
71
$1.63M 0.17%
9,580
+105
72
$1.63M 0.17%
21,948
73
$1.6M 0.17%
24,332
+425
74
$1.59M 0.16%
25,875
-10,231
75
$1.56M 0.16%
1,352
+167
1 2
3
4 5