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
126
$2.01M 0.08%
19,967
-3,544
127
$2.01M 0.08%
9,797
-719
128
$2M 0.08%
4,477
-215
129
$2M 0.08%
18,141
-430
130
$1.94M 0.08%
56,833
+7,486
131
$1.94M 0.08%
27,577
-351
132
$1.93M 0.08%
7,092
-25
133
$1.93M 0.08%
3,525
-273
134
$1.89M 0.08%
78,888
+465
135
$1.89M 0.08%
7,932
-166
136
$1.88M 0.08%
3,802
+24
137
$1.84M 0.07%
4,973
138
$1.84M 0.07%
15,875
-1,307
139
$1.83M 0.07%
25,121
+2,784
140
$1.82M 0.07%
8,189
-425
141
$1.81M 0.07%
13,101
-822
142
$1.79M 0.07%
30,873
-3
143
$1.78M 0.07%
2,807
-258
144
$1.78M 0.07%
34,956
+3,922
145
$1.77M 0.07%
13,400
+45
146
$1.74M 0.07%
10,975
-948
147
$1.73M 0.07%
8,630
+2,742
148
$1.72M 0.07%
27,251
-5,634
149
$1.68M 0.07%
13,015
150
$1.61M 0.07%
10,976
-264
4 5
6
7 8