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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$625K 0.03%
5,423
+123
227
$622K 0.03%
5,746
+153
228
$620K 0.03%
4,784
229
$620K 0.03%
3,996
-183
230
$614K 0.03%
2,974
-66
231
$612K 0.03%
3,359
+64
232
$611K 0.03%
2,479
-104
233
$609K 0.03%
4,333
+961
234
$603K 0.03%
2,374
+190
235
$596K 0.03%
15,115
236
$593K 0.03%
12,010
+876
237
$589K 0.03%
2,850
-266
238
$589K 0.03%
5,431
-52
239
$582K 0.03%
6,276
-390
240
$565K 0.02%
3,500
-186
241
$564K 0.02%
5,206
-30
242
$564K 0.02%
6,231
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243
$563K 0.02%
4,058
+24
244
$563K 0.02%
995
+82
245
$561K 0.02%
9,368
-117
246
$557K 0.02%
12,654
+495
247
$554K 0.02%
6,623
+906
248
$552K 0.02%
+10,023
249
$551K 0.02%
3,030
-14
250
$546K 0.02%
917
+153
8 9
10
11 12