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
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.59M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
AET
Aetna Inc
AET
+$1.26M

Top Sells

1
+$2.34M
2
+$1.69M
3
+$1.27M
4
FAST icon
Fastenal
FAST
+$1.06M
5
KO icon
Coca-Cola
KO
+$1.03M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$306K 0.03%
7,556
+199
227
$304K 0.03%
7,102
-17
228
$304K 0.03%
12,619
-1,277
229
$302K 0.03%
2,427
-351
230
$293K 0.03%
49,210
-770
231
$292K 0.03%
11,914
-2
232
$291K 0.03%
18,195
-3,552
233
$290K 0.03%
2,877
234
$290K 0.03%
12,348
+286
235
$288K 0.03%
9,852
-4,352
236
$288K 0.03%
6,826
+237
237
$287K 0.03%
114,992
+3,008
238
$286K 0.03%
6,351
+130
239
$286K 0.03%
2,742
+81
240
$285K 0.03%
15,772
+3,687
241
$281K 0.03%
1,871
-250
242
$278K 0.03%
1,983
+84
243
$278K 0.03%
1,843
-49
244
$276K 0.03%
18,010
-2,801
245
$274K 0.03%
4,028
-1,598
246
$271K 0.03%
+4,968
247
$268K 0.03%
3,271
-362
248
$266K 0.03%
16,474
249
$266K 0.03%
5,930
+156
250
$265K 0.03%
8,993
-486
8 9
10
11 12