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
151
$1.31M 0.07%
15,312
+4,054
152
$1.31M 0.07%
23,085
+90
153
$1.3M 0.07%
+24,064
154
$1.27M 0.07%
33,864
+1,800
155
$1.27M 0.07%
14,498
+1,477
156
$1.27M 0.07%
5,620
-25
157
$1.26M 0.07%
16,368
+1,189
158
$1.26M 0.07%
3,053
+9
159
$1.25M 0.07%
33,228
-179
160
$1.24M 0.06%
8,946
-114
161
$1.22M 0.06%
5,762
-153
162
$1.2M 0.06%
24,035
+17,440
163
$1.19M 0.06%
5,898
+180
164
$1.17M 0.06%
8,708
-60
165
$1.17M 0.06%
3,840
-40
166
$1.16M 0.06%
5,089
-84
167
$1.12M 0.06%
6,551
-458
168
$1.11M 0.06%
20,502
-2,100
169
$1.07M 0.06%
4,780
-119
170
$1.07M 0.06%
25,262
+6,311
171
$1.07M 0.06%
16,004
+3,186
172
$1.06M 0.06%
8,502
+396
173
$1.06M 0.06%
23,693
-2,640
174
$1.04M 0.05%
8,507
-31
175
$1.02M 0.05%
25,291
-820