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
$1.48B
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.83M
3
+$972K
4
KO icon
Coca-Cola
KO
+$858K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$767K

Top Sells

1
+$1.87M
2
+$1.73M
3
+$1.33M
4
WMT icon
Walmart
WMT
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Financials 6.31%
2 Technology 5.87%
3 Healthcare 4.26%
4 Communication Services 3.35%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$325K 0.02%
462
-16
227
$325K 0.02%
2,435
228
$322K 0.02%
13,962
+4,047
229
$322K 0.02%
9,349
+1,491
230
$322K 0.02%
2,183
-645
231
$320K 0.02%
4,183
-1,052
232
$320K 0.02%
1,201
+247
233
$318K 0.02%
6,847
-2,204
234
$314K 0.02%
3,345
-8,433
235
$313K 0.02%
+2,073
236
$312K 0.02%
1
237
$310K 0.02%
2,834
-550
238
$310K 0.02%
1,642
-50
239
$309K 0.02%
+7,377
240
$295K 0.02%
2,299
+220
241
$294K 0.02%
39,467
+8,579
242
$292K 0.02%
4,360
-152
243
$292K 0.02%
8,578
-282
244
$289K 0.02%
1,380
+211
245
$289K 0.02%
1,804
+3
246
$289K 0.02%
27,479
+4,651
247
$283K 0.02%
1,695
248
$283K 0.02%
2,373
249
$283K 0.02%
3,622
-20
250
$281K 0.02%
1,846
+113
8 9
10
11 12