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
$1.25B
AUM Growth
-$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.93M
3
+$1.37M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.3M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$2.2M
2
+$2.05M
3
+$1.85M
4
VTR icon
Ventas
VTR
+$1.48M
5
AGN
Allergan plc
AGN
+$1.19M

Sector Composition

1 Technology 6.9%
2 Financials 5.6%
3 Healthcare 5.16%
4 Communication Services 3.69%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.1%
27,895
+531
102
$1.25M 0.1%
12,532
+1,495
103
$1.24M 0.1%
112,250
+6,612
104
$1.24M 0.1%
10,820
+502
105
$1.23M 0.1%
7,925
+151
106
$1.21M 0.1%
35,553
+2,104
107
$1.18M 0.09%
27,093
-200
108
$1.18M 0.09%
143,104
+14,001
109
$1.17M 0.09%
13,064
+1,783
110
$1.17M 0.09%
25,439
+4,510
111
$1.16M 0.09%
8,057
+535
112
$1.14M 0.09%
6,477
+288
113
$1.09M 0.09%
5,014
+1,125
114
$1.07M 0.09%
7,106
+258
115
$1.05M 0.08%
19,359
+51
116
$1.04M 0.08%
+20,620
117
$1.04M 0.08%
33,777
-2,601
118
$1.02M 0.08%
10,180
-68
119
$1M 0.08%
9,807
+211
120
$996K 0.08%
10,152
+270
121
$971K 0.08%
16,778
-975
122
$966K 0.08%
5,452
-589
123
$944K 0.08%
45,994
+1,391
124
$936K 0.07%
10,941
+2,517
125
$907K 0.07%
5,825
+453
3 4
5
6 7