FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$497K 0.03%
15,007
+534
227
$496K 0.03%
2,227
+149
228
$493K 0.03%
4,238
+485
229
$490K 0.03%
+9,839
230
$484K 0.03%
2,236
-141
231
$479K 0.03%
15,115
232
$478K 0.03%
2,113
-139
233
$478K 0.03%
4,095
-8
234
$476K 0.03%
16,868
+6,436
235
$476K 0.03%
3,499
+196
236
$468K 0.03%
6,240
+398
237
$466K 0.03%
4,168
+1,544
238
$463K 0.03%
2,464
-2,246
239
$461K 0.03%
5,096
+1,565
240
$448K 0.03%
5,392
+221
241
$448K 0.03%
3,334
+32
242
$447K 0.03%
16,556
+1,062
243
$433K 0.03%
4,257
244
$432K 0.03%
1,317
-555
245
$430K 0.03%
11,971
+892
246
$429K 0.03%
15,020
-2,922
247
$421K 0.03%
1,575
+79
248
$420K 0.03%
9,763
+266
249
$419K 0.03%
1,585
+55
250
$419K 0.03%
8,963
+2,988
8 9
10
11 12