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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$348K 0.02%
4,407
-106
252
$348K 0.02%
5,285
-8
253
$342K 0.02%
1,322
+158
254
$340K 0.02%
8,692
+1,258
255
$337K 0.02%
15,387
+33
256
$335K 0.02%
12,427
-1,378
257
$333K 0.02%
9,641
-4,466
258
$329K 0.02%
4,096
-80
259
$328K 0.02%
3,860
-11,199
260
$327K 0.02%
1,739
-181
261
$319K 0.02%
+4,343
262
$319K 0.02%
18,424
+72
263
$317K 0.02%
17,896
-1,976
264
$317K 0.02%
2,757
+350
265
$317K 0.02%
16,667
+119
266
$315K 0.02%
2,010
-21
267
$312K 0.02%
14,575
-354
268
$309K 0.02%
2,019
+327
269
$308K 0.02%
6,276
-562
270
$307K 0.02%
6,000
-1,900
271
$307K 0.02%
2,691
-40
272
$302K 0.02%
1,942
-150
273
$300K 0.02%
4,645
274
$300K 0.02%
484
-1
275
$295K 0.02%
+1,906
9 10
11
12 13