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
201
$1.04M 0.04%
14,256
+35
202
$1.03M 0.04%
11,818
-337
203
$1.03M 0.04%
8,581
+345
204
$1.02M 0.04%
4,982
-1,679
205
$1.02M 0.04%
12,177
-895
206
$1.02M 0.04%
8,687
-685
207
$1.01M 0.04%
4,155
-1,460
208
$986K 0.04%
5,714
-370
209
$982K 0.04%
17,297
+6,427
210
$970K 0.04%
10,800
+2,755
211
$965K 0.04%
6,284
-324
212
$962K 0.04%
4,645
+1,969
213
$962K 0.04%
6,234
-1,480
214
$952K 0.04%
11,884
+39
215
$925K 0.04%
29,454
-768
216
$922K 0.04%
3,777
-15
217
$913K 0.04%
2,590
+379
218
$907K 0.04%
12,082
+194
219
$899K 0.04%
4,133
+794
220
$891K 0.04%
5,175
-337
221
$871K 0.04%
3,265
+113
222
$867K 0.04%
16,228
+1,750
223
$865K 0.03%
2,340
-153
224
$860K 0.03%
9,273
+2,882
225
$855K 0.03%
24,096
+2,363
7 8
9
10 11