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
51
$4.61M 0.19%
92,375
+6,169
52
$4.49M 0.18%
6,678
-772
53
$4.27M 0.17%
29,413
+7,092
54
$4.2M 0.17%
151,590
+381
55
$4.1M 0.17%
17,564
+906
56
$4.08M 0.16%
19,838
-682
57
$4M 0.16%
30,158
+397
58
$3.92M 0.16%
32,146
-475
59
$3.91M 0.16%
22,258
-627
60
$3.87M 0.16%
12,389
-266
61
$3.82M 0.15%
50,505
+2,131
62
$3.75M 0.15%
16,995
-2,166
63
$3.74M 0.15%
13,610
+345
64
$3.73M 0.15%
35,502
-683
65
$3.7M 0.15%
24,689
-452
66
$3.7M 0.15%
7,640
-563
67
$3.62M 0.15%
26,920
-15
68
$3.61M 0.15%
7,264
-897
69
$3.59M 0.15%
13,579
-709
70
$3.49M 0.14%
29,948
-472
71
$3.48M 0.14%
14,746
-254
72
$3.41M 0.14%
30,415
-3,622
73
$3.39M 0.14%
55,502
-6,747
74
$3.38M 0.14%
79,533
+13,797
75
$3.34M 0.14%
25,240
-393
1 2
3
4 5