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
$1.48B
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.83M
3 +$972K
4
KO icon
Coca-Cola
KO
+$858K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$767K

Top Sells

1 +$1.87M
2 +$1.73M
3 +$1.33M
4
WMT icon
Walmart
WMT
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Financials 6.31%
2 Technology 5.87%
3 Healthcare 4.26%
4 Communication Services 3.35%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$276K 0.02%
2,922
252
$275K 0.02%
1,229
-31
253
$274K 0.02%
3,072
254
$273K 0.02%
39,991
+10,602
255
$272K 0.02%
1,488
-42
256
$272K 0.02%
1,389
+187
257
$272K 0.02%
15,111
+2,409
258
$268K 0.02%
+3,164
259
$268K 0.02%
1,829
-35
260
$265K 0.02%
22,390
-10,250
261
$264K 0.02%
+1,655
262
$260K 0.02%
1,343
-573
263
$260K 0.02%
11,555
+88
264
$259K 0.02%
+6,175
265
$257K 0.02%
5,790
-335
266
$256K 0.02%
3,226
-509
267
$256K 0.02%
+4,430
268
$254K 0.02%
2,916
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269
$253K 0.02%
+9,967
270
$252K 0.02%
+4,126
271
$252K 0.02%
4,206
+368
272
$251K 0.02%
4,000
273
$251K 0.02%
19,105
+2,042
274
$249K 0.02%
5,196
+934
275
$247K 0.02%
1,183