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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$622K 0.03%
7,822
-3,736
227
$610K 0.03%
6,068
+228
228
$584K 0.03%
7,939
-382
229
$581K 0.03%
7,042
+811
230
$560K 0.03%
4,762
-22
231
$554K 0.03%
1,950
+197
232
$550K 0.03%
15,115
233
$546K 0.03%
2,104
+8
234
$546K 0.03%
2,247
+60
235
$542K 0.03%
18,947
+10,967
236
$533K 0.02%
4,257
+199
237
$529K 0.02%
1
238
$527K 0.02%
6,274
+70
239
$527K 0.02%
1,795
-1,439
240
$522K 0.02%
+937
241
$520K 0.02%
9,368
242
$520K 0.02%
13,723
+410
243
$520K 0.02%
7,206
+583
244
$518K 0.02%
2,276
-203
245
$513K 0.02%
3,882
-4,730
246
$512K 0.02%
4,989
+150
247
$509K 0.02%
3,822
-174
248
$491K 0.02%
1,001
-42
249
$489K 0.02%
11,856
-1,232
250
$483K 0.02%
3,607
-309
8 9
10
11 12