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
1
$51.6M 2.71%
312,981
+237
2
$33.9M 1.78%
117,709
+401
3
$27.9M 1.46%
2,016,201
+112,091
4
$21.3M 1.12%
87,329
+2,393
5
$20.7M 1.08%
135,777
+8,837
6
$16.4M 0.86%
158,139
-2,154
7
$14.9M 0.78%
143,948
+166
8
$13M 0.68%
61,495
-1,121
9
$12.6M 0.66%
34,641
+80
10
$12.2M 0.64%
439,610
-5,720
11
$9.73M 0.51%
186,202
+129
12
$9.48M 0.5%
23,065
+6,895
13
$8.23M 0.43%
36,508
+261
14
$8.2M 0.43%
77,059
-13,346
15
$7.59M 0.4%
48,981
-1,039
16
$7.48M 0.39%
71,949
+3,685
17
$7.39M 0.39%
18,525
-883
18
$7.32M 0.38%
104,686
+2,288
19
$7.29M 0.38%
79,869
20
$7.06M 0.37%
22,849
-1,194
21
$6.94M 0.36%
43,566
-1,405
22
$6.84M 0.36%
95,687
+10,917
23
$6.57M 0.34%
161,066
+20,894
24
$6.44M 0.34%
130,968
+13,452
25
$6.4M 0.34%
164,463
-3,793
1
2 3 4 5