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
201
$322K 0.03%
1,669
+531
202
$319K 0.03%
1,708
+175
203
$313K 0.03%
2,692
-400
204
$310K 0.02%
2,298
+93
205
$309K 0.02%
9,216
-598
206
$308K 0.02%
2,253
-1,625
207
$307K 0.02%
11,690
+2,145
208
$307K 0.02%
1,689
+169
209
$301K 0.02%
8,830
-60
210
$300K 0.02%
7,369
211
$298K 0.02%
15,600
+1,284
212
$298K 0.02%
10,779
-9,168
213
$296K 0.02%
1,935
+174
214
$293K 0.02%
6,153
+318
215
$288K 0.02%
3,711
-936
216
$288K 0.02%
13,556
+2,502
217
$274K 0.02%
6,847
+2,238
218
$274K 0.02%
5,740
-1,112
219
$273K 0.02%
15,892
+2,944
220
$272K 0.02%
1
221
$269K 0.02%
6,405
-919
222
$268K 0.02%
6,180
+424
223
$268K 0.02%
17,176
+1,270
224
$261K 0.02%
2,052
-516
225
$258K 0.02%
1,784
+223
7 8
9
10 11