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
76
$2.96M 0.16%
5,965
+248
77
$2.88M 0.15%
15,048
-111
78
$2.87M 0.15%
24,520
+881
79
$2.81M 0.15%
73,600
-482
80
$2.78M 0.15%
12,422
+321
81
$2.7M 0.14%
20,132
-54
82
$2.68M 0.14%
20,047
+100
83
$2.63M 0.14%
6,821
-71
84
$2.59M 0.14%
15,096
+229
85
$2.59M 0.14%
4,740
+56
86
$2.58M 0.14%
26,364
+360
87
$2.54M 0.13%
10,508
+122
88
$2.51M 0.13%
12,309
-250
89
$2.45M 0.13%
45,060
+25,080
90
$2.45M 0.13%
30,331
+949
91
$2.44M 0.13%
39,048
+1,206
92
$2.4M 0.13%
28,921
-29,866
93
$2.4M 0.13%
14,415
-443
94
$2.39M 0.13%
8,532
+524
95
$2.36M 0.12%
16,907
+947
96
$2.34M 0.12%
9,815
+307
97
$2.32M 0.12%
51,786
-274
98
$2.28M 0.12%
66,822
+10,322
99
$2.26M 0.12%
20,364
+607
100
$2.25M 0.12%
11,253
-604