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
176
$1.31M 0.05%
15,764
+854
177
$1.31M 0.05%
343
+128
178
$1.3M 0.05%
7,262
-214
179
$1.3M 0.05%
21,770
+1,405
180
$1.28M 0.05%
31,687
+17,481
181
$1.26M 0.05%
6,774
182
$1.26M 0.05%
11,516
-20
183
$1.21M 0.05%
3,284
-176
184
$1.19M 0.05%
6,314
-412
185
$1.18M 0.05%
19,658
-2,938
186
$1.17M 0.05%
11,199
+170
187
$1.16M 0.05%
3,525
+111
188
$1.15M 0.05%
8,099
-493
189
$1.15M 0.05%
7,955
-689
190
$1.15M 0.05%
6,872
-773
191
$1.14M 0.05%
4,933
-1
192
$1.12M 0.05%
15,252
+1,315
193
$1.11M 0.04%
20,529
+2,013
194
$1.1M 0.04%
3,754
-274
195
$1.1M 0.04%
3,645
-258
196
$1.1M 0.04%
6,814
-807
197
$1.06M 0.04%
18,120
-928
198
$1.04M 0.04%
24,294
-500
199
$1.04M 0.04%
9,520
+518
200
$1.04M 0.04%
9,315
-824
6 7
8
9 10