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
$1.25B
AUM Growth
-$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.93M
3
+$1.37M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.3M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$2.2M
2
+$2.05M
3
+$1.85M
4
VTR icon
Ventas
VTR
+$1.48M
5
AGN
Allergan plc
AGN
+$1.19M

Sector Composition

1 Technology 6.9%
2 Financials 5.6%
3 Healthcare 5.16%
4 Communication Services 3.69%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.2%
20,465
-1,942
52
$2.43M 0.19%
16,862
-114
53
$2.4M 0.19%
25,120
+55
54
$2.39M 0.19%
33,141
-955
55
$2.32M 0.19%
67,913
-20,191
56
$2.29M 0.18%
50,077
+1,631
57
$2.27M 0.18%
38,240
-5,546
58
$2.25M 0.18%
23,641
+2,969
59
$2.23M 0.18%
23,348
+1,351
60
$2.18M 0.17%
53,250
-2,115
61
$2.17M 0.17%
8,711
+1,094
62
$2.11M 0.17%
14,170
+816
63
$2M 0.16%
36,841
-8,599
64
$1.98M 0.16%
68,350
-3,958
65
$1.96M 0.16%
80,404
-3,086
66
$1.95M 0.16%
6,830
-586
67
$1.94M 0.16%
37,182
-7,987
68
$1.93M 0.15%
8,507
+256
69
$1.93M 0.15%
49,935
-16,172
70
$1.93M 0.15%
1,432
-69
71
$1.88M 0.15%
40,385
+2,566
72
$1.86M 0.15%
20,830
+51
73
$1.85M 0.15%
14,481
+1,834
74
$1.84M 0.15%
74,590
-12,245
75
$1.8M 0.14%
22,863
+4,063
1 2
3
4 5