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
126
$906K 0.07%
2,906
+126
127
$882K 0.07%
6,354
+1,291
128
$862K 0.07%
15,821
+3,922
129
$848K 0.07%
20,125
+606
130
$842K 0.07%
26,540
+2,412
131
$828K 0.07%
23,246
-1,067
132
$827K 0.07%
16,791
+2,119
133
$825K 0.07%
10,213
+831
134
$746K 0.06%
22,373
-1,972
135
$739K 0.06%
12,292
+4,296
136
$736K 0.06%
4,619
+453
137
$723K 0.06%
+8,988
138
$722K 0.06%
15,901
+377
139
$718K 0.06%
39,384
+2,124
140
$702K 0.06%
5,963
+310
141
$687K 0.05%
13,621
+1,345
142
$682K 0.05%
10,379
+1,914
143
$681K 0.05%
45,359
+9,441
144
$674K 0.05%
4,616
-261
145
$671K 0.05%
19,915
-1,657
146
$663K 0.05%
1,957
+380
147
$659K 0.05%
6,589
+153
148
$656K 0.05%
4,563
+410
149
$643K 0.05%
23,629
+914
150
$631K 0.05%
18,366
-11,438
4 5
6
7 8