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
176
$1.01M 0.05%
1,513
+35
177
$1.01M 0.05%
6,370
+4,133
178
$1M 0.05%
15,803
-243
179
$980K 0.05%
+15,087
180
$971K 0.05%
77,538
+130
181
$947K 0.05%
4,260
-15
182
$945K 0.05%
3,053
-37
183
$938K 0.05%
2,494
+61
184
$938K 0.05%
13,112
185
$932K 0.05%
8,838
+3,626
186
$930K 0.05%
4,601
+681
187
$918K 0.05%
15,079
+1,597
188
$909K 0.05%
4,450
-239
189
$896K 0.05%
2,188
+20
190
$870K 0.05%
23,282
+239
191
$867K 0.05%
5,125
+598
192
$859K 0.05%
14,105
-1,027
193
$859K 0.05%
9,248
+1,718
194
$828K 0.04%
1,782
+281
195
$808K 0.04%
17,780
-26
196
$806K 0.04%
26,924
+1,073
197
$801K 0.04%
3,133
-69
198
$795K 0.04%
5,554
-57
199
$783K 0.04%
18,648
-756
200
$777K 0.04%
316
+7
6 7
8
9 10