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
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.59M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
AET
Aetna Inc
AET
+$1.26M

Top Sells

1
+$2.34M
2
+$1.69M
3
+$1.27M
4
FAST icon
Fastenal
FAST
+$1.06M
5
KO icon
Coca-Cola
KO
+$1.03M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$265K 0.03%
14,295
+834
252
$263K 0.03%
36,513
-4,987
253
$260K 0.03%
5,941
+235
254
$260K 0.03%
10,828
+1,763
255
$259K 0.03%
2,255
+85
256
$258K 0.03%
17,351
-5,600
257
$258K 0.03%
7,906
+318
258
$255K 0.03%
18,001
+1,702
259
$254K 0.03%
5,781
-711
260
$250K 0.03%
9,900
261
$247K 0.03%
6,592
262
$247K 0.03%
+1,033
263
$246K 0.03%
31,754
+1,436
264
$245K 0.03%
396
+10
265
$245K 0.03%
+7,944
266
$244K 0.03%
1,032
-24
267
$244K 0.03%
+4,555
268
$240K 0.03%
3,000
269
$240K 0.03%
15,352
+556
270
$240K 0.03%
2,100
271
$240K 0.03%
+22,174
272
$236K 0.02%
+16,805
273
$235K 0.02%
5,076
274
$234K 0.02%
+8,539
275
$233K 0.02%
9,147
-10,832
9 10
11
12 13