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
201
$756K 0.04%
16,742
+20
202
$756K 0.04%
12,426
-8,692
203
$755K 0.04%
6,212
-11
204
$754K 0.04%
7,691
+832
205
$748K 0.04%
9,124
+3,074
206
$747K 0.04%
4,665
-22
207
$738K 0.04%
3,224
+207
208
$727K 0.04%
5,593
+160
209
$720K 0.04%
5,187
-44
210
$713K 0.04%
3,386
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211
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4,349
-125
212
$695K 0.04%
2,733
-44
213
$694K 0.04%
3,061
+327
214
$694K 0.04%
12,567
+1,125
215
$690K 0.04%
14,062
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216
$688K 0.04%
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217
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3,003
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218
$679K 0.04%
4,694
-10,376
219
$672K 0.04%
3,378
+284
220
$661K 0.03%
3,391
+276
221
$643K 0.03%
2,810
-43
222
$635K 0.03%
13,542
+429
223
$626K 0.03%
1,362
+179
224
$622K 0.03%
3,733
+93
225
$614K 0.03%
3,778
-121
7 8
9
10 11