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
76
$3.28M 0.13%
16,422
+224
77
$3.27M 0.13%
50,481
+3,163
78
$3.23M 0.13%
9,260
-516
79
$3.18M 0.13%
14,999
-2,515
80
$3.11M 0.13%
29,792
-182
81
$3.08M 0.12%
55,538
+6,535
82
$3.04M 0.12%
15,082
-901
83
$3.02M 0.12%
23,770
+4,387
84
$3.02M 0.12%
23,056
-1,793
85
$3.01M 0.12%
9,647
-202
86
$2.95M 0.12%
11,621
-986
87
$2.87M 0.12%
25,661
+444
88
$2.87M 0.12%
64,713
89
$2.83M 0.11%
10,556
+15
90
$2.79M 0.11%
29,265
+15
91
$2.77M 0.11%
602
-2
92
$2.76M 0.11%
34,422
-1,060
93
$2.74M 0.11%
43,672
+5,738
94
$2.72M 0.11%
29,626
-277
95
$2.72M 0.11%
54,830
-3,588
96
$2.67M 0.11%
44,862
+9,815
97
$2.66M 0.11%
14,695
-2,335
98
$2.6M 0.1%
8,280
-1,138
99
$2.56M 0.1%
37,803
+4,613
100
$2.55M 0.1%
43,777
+198
2 3
4
5 6