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
1
$22.8M 1.82%
1,982,467
2
$22.6M 1.8%
355,400
-32,268
3
$17.7M 1.41%
112,015
-11,738
4
$16.9M 1.35%
112,424
+8,610
5
$12.9M 1.03%
130,101
+19,478
6
$12.7M 1.02%
130,620
+12,580
7
$10.7M 0.85%
63,945
+221
8
$7.81M 0.62%
134,440
+10,100
9
$7.1M 0.57%
54,154
+1,745
10
$7.03M 0.56%
130,901
+11,610
11
$6.97M 0.56%
1,057,840
+88,840
12
$6.35M 0.51%
39,414
-5,053
13
$5.98M 0.48%
78,468
+937
14
$5.53M 0.44%
128,130
+3,689
15
$5.48M 0.44%
177,103
+2,396
16
$5.24M 0.42%
71,327
+29,283
17
$5.19M 0.41%
69,442
+2,533
18
$5.07M 0.4%
128,997
+34,954
19
$4.97M 0.4%
91,763
-8,082
20
$4.92M 0.39%
111,151
+44
21
$4.73M 0.38%
52,511
+3,685
22
$4.68M 0.37%
212,613
-3,285
23
$4.44M 0.35%
26,835
+490
24
$4.18M 0.33%
71,960
-2,780
25
$4.11M 0.33%
76,869
+1,765
1
2 3 4 5