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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$477K 0.02%
1,924
+229
227
$473K 0.02%
7,940
-4,450
228
$471K 0.02%
5,287
+627
229
$470K 0.02%
3,641
+309
230
$470K 0.02%
+2,959
231
$467K 0.02%
8,977
-854
232
$461K 0.02%
4,430
-105
233
$460K 0.02%
3,586
234
$459K 0.02%
4,659
-1,165
235
$448K 0.02%
2,125
+25
236
$444K 0.02%
2,681
-156
237
$442K 0.02%
17,177
+1,387
238
$426K 0.02%
1,388
+59
239
$423K 0.02%
2,946
+330
240
$421K 0.02%
5,036
-1,093
241
$413K 0.02%
5,303
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242
$412K 0.02%
5,235
-100
243
$405K 0.02%
4,841
+178
244
$404K 0.02%
9,807
-951
245
$399K 0.02%
1,174
+145
246
$396K 0.02%
5,011
+527
247
$396K 0.02%
1,367
+353
248
$394K 0.02%
3,327
+753
249
$394K 0.02%
7,214
+673
250
$393K 0.02%
+17,233
8 9
10
11 12