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
76
$1.55M 0.16%
21,931
+521
77
$1.54M 0.16%
13,852
+3,683
78
$1.52M 0.16%
23,975
-10,404
79
$1.5M 0.16%
49,599
+11,032
80
$1.47M 0.15%
36,520
-3,381
81
$1.43M 0.15%
4,696
+9
82
$1.4M 0.15%
15,030
-422
83
$1.38M 0.14%
41,585
+1,456
84
$1.37M 0.14%
10,216
+1,155
85
$1.36M 0.14%
22,073
-484
86
$1.31M 0.14%
53,492
+588
87
$1.29M 0.13%
19,105
-179
88
$1.28M 0.13%
22,234
+99
89
$1.27M 0.13%
25,423
+508
90
$1.26M 0.13%
32,098
+44
91
$1.25M 0.13%
20,005
+5,985
92
$1.2M 0.12%
10,544
+895
93
$1.19M 0.12%
12,806
-68
94
$1.19M 0.12%
14,112
+1,104
95
$1.16M 0.12%
8,567
+560
96
$1.11M 0.12%
8,022
-341
97
$1.1M 0.11%
20,864
-1,498
98
$1.1M 0.11%
10,518
+604
99
$1.1M 0.11%
28,712
-1,352
100
$1.1M 0.11%
49,290
+2,286
2 3
4
5 6