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
$1.91B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.55M
3
+$1.36M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.35M
5
ETR icon
Entergy
ETR
+$1.3M

Top Sells

1
+$2.48M
2
+$1.55M
3
+$1.5M
4
VOD icon
Vodafone
VOD
+$1.46M
5
MRK icon
Merck
MRK
+$1.42M

Sector Composition

1 Technology 9.44%
2 Financials 5.72%
3 Healthcare 5.22%
4 Consumer Discretionary 3.77%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.87M 0.2%
19,959
+4,276
52
$3.84M 0.2%
59,850
-960
53
$3.79M 0.2%
18,935
-349
54
$3.69M 0.19%
49,724
-578
55
$3.68M 0.19%
106,557
+3,510
56
$3.66M 0.19%
64,531
-2,937
57
$3.64M 0.19%
10,548
-527
58
$3.6M 0.19%
125,947
-1,570
59
$3.53M 0.19%
9,904
-104
60
$3.51M 0.18%
85,862
-140
61
$3.5M 0.18%
4,256
+253
62
$3.42M 0.18%
11,987
+62
63
$3.34M 0.18%
48,062
-693
64
$3.33M 0.17%
26,215
+1,917
65
$3.28M 0.17%
199,116
+494
66
$3.28M 0.17%
55,524
-340
67
$3.23M 0.17%
14,317
-1,566
68
$3.22M 0.17%
28,731
-2,499
69
$3.18M 0.17%
15,807
-1,133
70
$3.14M 0.16%
10,250
-69
71
$3.11M 0.16%
161,729
+1,848
72
$3.1M 0.16%
88,242
-675
73
$3.05M 0.16%
16,748
+67
74
$2.99M 0.16%
43,141
+54
75
$2.98M 0.16%
17,880
+1,267
1 2
3
4 5