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
$964M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$934K
3
+$806K
4
EOG icon
EOG Resources
EOG
+$564K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$471K

Top Sells

1
+$1.11M
2
+$980K
3
+$938K
4
MCD icon
McDonald's
MCD
+$725K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$661K

Sector Composition

1 Technology 5.99%
2 Healthcare 5.84%
3 Consumer Staples 4.47%
4 Energy 4.14%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.8M 2.05%
630,884
-19,568
2
$14.8M 1.54%
143,941
-10,751
3
$13.8M 1.43%
138,898
+4,760
4
$8.26M 0.86%
99,244
-1,998
5
$7.14M 0.74%
73,230
-365
6
$6.56M 0.68%
57,440
-1,666
7
$6.33M 0.66%
80,932
-21
8
$6.31M 0.66%
235,322
+839
9
$6.18M 0.64%
140,077
-293
10
$6.09M 0.63%
68,446
-411
11
$5.71M 0.59%
105,097
-245
12
$5.62M 0.58%
120,531
+6,270
13
$5.59M 0.58%
89,202
+2,879
14
$5.54M 0.57%
43,478
+307
15
$5.3M 0.55%
108,348
+948
16
$5M 0.52%
58,713
+742
17
$4.89M 0.51%
184,420
+16,641
18
$4.64M 0.48%
48,793
-7,627
19
$4.54M 0.47%
121,708
+2,820
20
$4.31M 0.45%
36,783
-244
21
$4.04M 0.42%
132,766
-1,451
22
$3.98M 0.41%
101,333
-1,215
23
$3.96M 0.41%
119,708
+266
24
$3.93M 0.41%
40,694
+972
25
$3.88M 0.4%
39,910
-69
1
2 3 4 5