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
176
$438K 0.04%
13,101
+5,415
177
$437K 0.03%
5,211
-391
178
$418K 0.03%
+9,240
179
$416K 0.03%
602
+24
180
$414K 0.03%
5,098
-323
181
$414K 0.03%
5,637
+388
182
$406K 0.03%
2,935
+1,610
183
$405K 0.03%
4,884
-838
184
$403K 0.03%
1,800
-725
185
$392K 0.03%
21,624
+270
186
$382K 0.03%
4,417
+1,082
187
$379K 0.03%
2,396
188
$374K 0.03%
5,215
+573
189
$373K 0.03%
1,448
+12
190
$372K 0.03%
40,964
-1,450
191
$371K 0.03%
4,272
+2,297
192
$362K 0.03%
1,794
+2
193
$355K 0.03%
1,867
194
$354K 0.03%
2,165
+245
195
$353K 0.03%
6,453
+969
196
$353K 0.03%
+14,243
197
$347K 0.03%
5,231
-1,551
198
$340K 0.03%
12,473
-3,034
199
$332K 0.03%
13,722
+3,541
200
$325K 0.03%
33,109
+2,623
6 7
8
9 10