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
$852M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.06M
3
+$1.06M
4
VTR icon
Ventas
VTR
+$881K
5
MTB icon
M&T Bank
MTB
+$670K

Top Sells

1
+$1.16M
2
+$590K
3
+$513K
4
XOM icon
Exxon Mobil
XOM
+$513K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$505K

Sector Composition

1 Healthcare 6.71%
2 Technology 6.53%
3 Energy 5.65%
4 Consumer Staples 5.27%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$251K 0.03%
12,428
+200
227
$250K 0.03%
6,270
-25
228
$248K 0.03%
19,853
+2,784
229
$241K 0.03%
5,486
230
$234K 0.03%
16,158
-1,745
231
$231K 0.03%
3,223
+15
232
$230K 0.03%
2,930
-111
233
$228K 0.03%
+3,900
234
$225K 0.03%
3,045
-145
235
$224K 0.03%
9,692
-141
236
$224K 0.03%
14,575
237
$222K 0.03%
3,233
+1
238
$221K 0.03%
4,700
239
$219K 0.03%
6,770
-400
240
$217K 0.03%
+8,936
241
$217K 0.03%
+3,309
242
$215K 0.03%
3,889
-2,341
243
$215K 0.03%
3,354
-50
244
$213K 0.03%
+4,899
245
$209K 0.02%
+2,667
246
$209K 0.02%
+4,911
247
$201K 0.02%
3,828
-400
248
$201K 0.02%
+1,897
249
$179K 0.02%
9,155
250
$167K 0.02%
24,414
+186
7 8 9
10
11