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
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$914K 0.03%
3,356
+3
227
$912K 0.03%
14,824
+224
228
$912K 0.03%
5,251
+660
229
$909K 0.03%
11,706
+67
230
$900K 0.03%
11,980
+91
231
$900K 0.03%
14,228
-2,382
232
$897K 0.03%
42,941
-30,964
233
$897K 0.03%
6,396
+3,344
234
$896K 0.03%
8,222
+139
235
$892K 0.03%
3,648
-249
236
$892K 0.03%
14,242
+258
237
$878K 0.03%
2,533
+4
238
$865K 0.03%
3,481
+75
239
$864K 0.03%
+4,873
240
$863K 0.03%
3,870
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241
$841K 0.03%
3,027
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242
$840K 0.03%
2,228
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243
$837K 0.03%
28,284
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244
$829K 0.03%
3,431
-158
245
$825K 0.03%
4,185
-303
246
$821K 0.03%
12,675
247
$812K 0.03%
15,188
+221
248
$803K 0.03%
8,654
+1,256
249
$788K 0.03%
250
-4
250
$781K 0.03%
8,655
8 9
10
11 12