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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.56M
3
+$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1
+$1.79M
2
+$1.64M
3
+$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$274K 0.03%
8,296
+284
227
$269K 0.03%
171
+21
228
$264K 0.03%
11,046
-1,322
229
$260K 0.03%
4,641
-335
230
$257K 0.03%
16,474
-3,500
231
$252K 0.03%
+45,288
232
$252K 0.03%
3,275
+5
233
$250K 0.03%
1,988
-130
234
$245K 0.03%
7,098
-2,115
235
$243K 0.03%
16,822
-3,440
236
$242K 0.03%
8,045
-4,060
237
$241K 0.03%
1,085
+11
238
$239K 0.03%
14,575
239
$236K 0.03%
9,900
240
$236K 0.03%
+6,672
241
$235K 0.03%
1,885
-548
242
$234K 0.03%
1,078
-498
243
$233K 0.03%
+8,239
244
$230K 0.03%
+9,612
245
$229K 0.03%
4,112
+284
246
$228K 0.03%
+3,367
247
$227K 0.03%
1,560
+293
248
$227K 0.03%
2,100
-525
249
$224K 0.03%
34,770
-7,790
250
$224K 0.03%
+6,510
8 9
10
11 12