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
151
$621K 0.05%
8,415
+5,517
152
$617K 0.05%
31,951
+4,717
153
$603K 0.05%
12,476
-3,822
154
$591K 0.05%
13,346
-513
155
$578K 0.05%
2,973
-266
156
$576K 0.05%
11,622
-10,195
157
$576K 0.05%
20,099
+1,052
158
$553K 0.04%
+6,253
159
$547K 0.04%
17,746
-10,113
160
$541K 0.04%
19,242
+2,484
161
$538K 0.04%
1,693
-57
162
$509K 0.04%
7,516
-1,214
163
$505K 0.04%
62,640
-764
164
$504K 0.04%
5,511
+467
165
$488K 0.04%
5,919
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166
$482K 0.04%
16,949
+1,442
167
$481K 0.04%
15,115
-8,885
168
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6,124
+3,109
169
$470K 0.04%
3,374
+189
170
$469K 0.04%
3,580
+2,141
171
$468K 0.04%
19,593
+9,288
172
$460K 0.04%
11,614
-1,123
173
$456K 0.04%
539
+112
174
$456K 0.04%
50,801
-1,661
175
$443K 0.04%
7,509
+464
5 6
7
8 9