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
$2.15B
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.77M
3
+$973K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$926K
5
MRNA icon
Moderna
MRNA
+$840K

Top Sells

1
+$4.2M
2
+$1.68M
3
+$1M
4
GPN icon
Global Payments
GPN
+$970K
5
UNH icon
UnitedHealth
UNH
+$960K

Sector Composition

1 Technology 8.06%
2 Financials 5.47%
3 Healthcare 4.29%
4 Consumer Discretionary 4.07%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$589K 0.03%
10,075
+980
227
$588K 0.03%
5,593
+753
228
$587K 0.03%
15,115
229
$586K 0.03%
9,485
+4,365
230
$584K 0.03%
3,295
+242
231
$581K 0.03%
5,300
+697
232
$579K 0.03%
1,617
233
$577K 0.03%
26,105
+75
234
$576K 0.03%
5,200
+416
235
$575K 0.03%
3,387
-3,319
236
$565K 0.03%
8,309
+193
237
$563K 0.03%
10,375
-1,012
238
$551K 0.03%
2,599
+701
239
$542K 0.03%
4,784
+147
240
$537K 0.03%
5,747
+999
241
$532K 0.02%
6,666
+102
242
$525K 0.02%
4,034
+658
243
$524K 0.02%
11,134
+204
244
$520K 0.02%
10,779
245
$516K 0.02%
2,583
-280
246
$515K 0.02%
2,832
+126
247
$510K 0.02%
5,236
+68
248
$507K 0.02%
3,044
+397
249
$502K 0.02%
2,096
+20
250
$499K 0.02%
2,397
-105
8 9
10
11 12