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
151
$1.59M 0.06%
1,347
-55
152
$1.59M 0.06%
18,596
-72
153
$1.58M 0.06%
67,056
+25,821
154
$1.57M 0.06%
9,176
+219
155
$1.56M 0.06%
6,605
-22
156
$1.56M 0.06%
11,136
-66
157
$1.53M 0.06%
9,630
+225
158
$1.53M 0.06%
46,264
+31,329
159
$1.51M 0.06%
2,691
160
$1.5M 0.06%
2,446
+213
161
$1.49M 0.06%
16,088
-77
162
$1.49M 0.06%
19,207
-2,362
163
$1.47M 0.06%
5,205
-778
164
$1.46M 0.06%
24,158
-4,834
165
$1.44M 0.06%
14,090
-4,459
166
$1.43M 0.06%
17,933
+1,516
167
$1.43M 0.06%
15,640
+930
168
$1.42M 0.06%
8,597
-584
169
$1.4M 0.06%
5,049
+65
170
$1.4M 0.06%
9,619
+331
171
$1.38M 0.06%
14,442
-55
172
$1.36M 0.06%
4,168
-679
173
$1.33M 0.05%
18,538
-875
174
$1.32M 0.05%
16,028
+4,031
175
$1.32M 0.05%
12,640
-96
5 6
7
8 9