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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$390K 0.02%
517
+8
252
$386K 0.02%
1
253
$386K 0.02%
5,644
+1,633
254
$382K 0.02%
1,883
+121
255
$378K 0.02%
1,714
-88
256
$377K 0.02%
3,096
-1,020
257
$372K 0.02%
+3,254
258
$370K 0.02%
7,876
-930
259
$369K 0.02%
3,710
+468
260
$367K 0.02%
7,925
-2,537
261
$360K 0.02%
5,595
+581
262
$348K 0.02%
15,953
263
$344K 0.02%
1,571
+75
264
$342K 0.02%
3,486
+76
265
$338K 0.02%
5,512
-1,442
266
$336K 0.02%
1,456
+99
267
$336K 0.02%
2,711
+392
268
$334K 0.02%
3,672
-785
269
$331K 0.02%
5,088
270
$330K 0.02%
14,583
+2,105
271
$330K 0.02%
7,369
272
$330K 0.02%
3,413
+309
273
$329K 0.02%
+3,076
274
$325K 0.02%
8,800
-105
275
$324K 0.02%
3,845
9 10
11
12 13