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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$438K 0.03%
4,232
+50
227
$437K 0.03%
10,661
-396
228
$423K 0.03%
2,774
-251
229
$419K 0.03%
4,622
-65
230
$416K 0.03%
5,777
-11
231
$414K 0.03%
11,467
+449
232
$412K 0.03%
3,258
+144
233
$400K 0.03%
4,730
-301
234
$396K 0.03%
12,559
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235
$394K 0.03%
7,270
+223
236
$391K 0.03%
2,902
-227
237
$390K 0.03%
190,437
-8,528
238
$389K 0.03%
3,541
-600
239
$388K 0.03%
9,112
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240
$380K 0.03%
2,400
241
$378K 0.03%
3,735
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242
$372K 0.03%
9,623
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243
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3,979
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244
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9,336
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245
$362K 0.03%
5,409
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246
$360K 0.03%
6,308
-251
247
$359K 0.03%
1,768
-48
248
$358K 0.03%
2,885
-354
249
$355K 0.03%
5,220
+794
250
$354K 0.03%
4,337
-179
8 9
10
11 12