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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.56M
3
+$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1
+$1.79M
2
+$1.64M
3
+$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$223K 0.03%
1,956
-153
252
$222K 0.03%
19,140
-47,406
253
$222K 0.03%
4,834
-445
254
$219K 0.03%
+10,932
255
$218K 0.03%
6,341
-1,500
256
$218K 0.03%
2,915
+740
257
$218K 0.03%
6,832
+138
258
$217K 0.02%
+14,795
259
$216K 0.02%
+2,213
260
$215K 0.02%
+15,516
261
$213K 0.02%
+1,997
262
$210K 0.02%
+1,581
263
$210K 0.02%
2,798
-300
264
$209K 0.02%
3,889
265
$209K 0.02%
+8,173
266
$209K 0.02%
+8,905
267
$208K 0.02%
5,665
-575
268
$207K 0.02%
+24,915
269
$207K 0.02%
+9,223
270
$207K 0.02%
+1,913
271
$205K 0.02%
6,658
-708
272
$205K 0.02%
+1,940
273
$204K 0.02%
3,000
-900
274
$203K 0.02%
5,447
-3,115
275
$202K 0.02%
11,987
+1,923
8 9 10
11
12