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
101
$2.55M 0.1%
2,697
-10
102
$2.53M 0.1%
168,720
-1,324
103
$2.51M 0.1%
60,884
-299
104
$2.49M 0.1%
88,170
-2,263
105
$2.49M 0.1%
35,177
-3
106
$2.47M 0.1%
6,625
-998
107
$2.37M 0.1%
14,422
+10
108
$2.35M 0.09%
12,789
-2,333
109
$2.3M 0.09%
36,064
-1,578
110
$2.3M 0.09%
4,895
+110
111
$2.26M 0.09%
23,011
+66
112
$2.22M 0.09%
43,627
-2,109
113
$2.21M 0.09%
31,189
+2,198
114
$2.2M 0.09%
60,952
+3,919
115
$2.2M 0.09%
38,846
-1,373
116
$2.17M 0.09%
8,068
-830
117
$2.17M 0.09%
55,836
-5,338
118
$2.15M 0.09%
50,963
-108
119
$2.12M 0.09%
8,011
-418
120
$2.06M 0.08%
45,334
+6,936
121
$2.06M 0.08%
25,040
-1,978
122
$2.04M 0.08%
18,663
-11
123
$2.02M 0.08%
79,908
-17,136
124
$2.02M 0.08%
42,869
-180
125
$2.02M 0.08%
46,127
+1,023
3 4
5
6 7