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
126
$1.69M 0.09%
23,325
+2,037
127
$1.69M 0.09%
637
+37
128
$1.66M 0.09%
46,141
+2,948
129
$1.63M 0.09%
41,871
+7,518
130
$1.62M 0.08%
8,318
-48
131
$1.56M 0.08%
12,221
-40
132
$1.52M 0.08%
22,699
-998
133
$1.51M 0.08%
54,441
+2,161
134
$1.5M 0.08%
30,059
-1,028
135
$1.49M 0.08%
9,061
-109
136
$1.49M 0.08%
4,730
+104
137
$1.47M 0.08%
8,608
+186
138
$1.46M 0.08%
14,877
-55
139
$1.44M 0.08%
9,122
-2,349
140
$1.44M 0.08%
6,988
+166
141
$1.43M 0.08%
53,056
-1,274
142
$1.41M 0.07%
123,557
+29,375
143
$1.4M 0.07%
12,848
-198
144
$1.37M 0.07%
30,690
-180
145
$1.36M 0.07%
4,770
-159
146
$1.36M 0.07%
14,066
+7,082
147
$1.35M 0.07%
11,201
-263
148
$1.34M 0.07%
7,078
+311
149
$1.34M 0.07%
3,678
-56
150
$1.34M 0.07%
4,089
+3
4 5
6
7 8