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
$2.71B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$2.95M
3
+$2.54M
4
BTI icon
British American Tobacco
BTI
+$2.21M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

1
+$6.02M
2
+$1.89M
3
+$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.78M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M

Sector Composition

1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$984K 0.04%
4,028
-448
227
$968K 0.04%
7,260
-2,260
228
$968K 0.04%
7,852
-96
229
$967K 0.04%
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$957K 0.04%
4,753
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231
$949K 0.04%
13,185
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232
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233
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16,219
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234
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3,226
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236
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237
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238
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6,110
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239
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3,862
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240
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241
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242
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243
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16,016
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245
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246
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3,307
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247
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11,583
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248
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12,675
249
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8,902
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250
$865K 0.03%
7,000
+1,770
8 9
10
11 12