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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$378K 0.02%
2,395
+344
227
$374K 0.02%
1,748
-62
228
$371K 0.02%
3,640
+289
229
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6,134
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230
$370K 0.02%
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231
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3,262
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232
$368K 0.02%
3,221
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233
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234
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6,353
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235
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236
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237
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238
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239
$329K 0.02%
11,711
-9,610
240
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241
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242
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243
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244
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245
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1
246
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2,645
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247
$315K 0.02%
960
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248
$314K 0.02%
2,581
+246
249
$306K 0.02%
10,419
-1,224
250
$302K 0.02%
8,379
-1,752
8 9
10
11 12