FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
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
1
$61.8M 2.5%
278,270
-6,509
2
$44M 1.78%
117,313
-53
3
$36.9M 1.49%
2,039,303
-2,301
4
$35.4M 1.43%
326,982
-19,038
5
$30.3M 1.22%
58,984
+4,695
6
$29.7M 1.2%
82,299
-777
7
$28.2M 1.14%
148,248
+6,644
8
$26.4M 1.07%
45,785
-698
9
$24.2M 0.98%
43,021
+246
10
$20.2M 0.82%
107,437
-1,734
11
$19M 0.77%
122,860
-1,909
12
$16.7M 0.67%
30,478
-591
13
$15M 0.6%
89,348
-7,254
14
$12.5M 0.5%
79,960
+2,293
15
$12.1M 0.49%
49,232
-4,082
16
$11.8M 0.48%
22,127
-634
17
$11.6M 0.47%
13,997
-761
18
$10.9M 0.44%
31,238
-588
19
$10.9M 0.44%
51,883
-1,179
20
$9.51M 0.38%
10,201
-984
21
$9.45M 0.38%
25,790
-423
22
$9.41M 0.38%
13,842
+165
23
$8.44M 0.34%
136,828
-9,602
24
$8.43M 0.34%
50,418
-2,460
25
$8.41M 0.34%
102,959
-14,350
1
2 3 4 5