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
$2.15B
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.77M
3
+$973K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$926K
5
MRNA icon
Moderna
MRNA
+$840K

Top Sells

1
+$4.2M
2
+$1.68M
3
+$1M
4
GPN icon
Global Payments
GPN
+$970K
5
UNH icon
UnitedHealth
UNH
+$960K

Sector Composition

1 Technology 8.06%
2 Financials 5.47%
3 Healthcare 4.29%
4 Consumer Discretionary 4.07%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$499K 0.02%
3,040
+38
252
$497K 0.02%
17,949
+362
253
$494K 0.02%
4,273
+1,843
254
$480K 0.02%
8,586
+427
255
$477K 0.02%
11,661
-290
256
$475K 0.02%
7,633
+108
257
$472K 0.02%
4,226
+298
258
$470K 0.02%
5,717
+291
259
$463K 0.02%
1,605
-200
260
$462K 0.02%
3,851
+70
261
$460K 0.02%
5,483
+67
262
$459K 0.02%
5,581
+81
263
$448K 0.02%
534
+52
264
$440K 0.02%
+1,936
265
$433K 0.02%
+1,656
266
$431K 0.02%
+12,159
267
$418K 0.02%
7,330
+810
268
$418K 0.02%
4,448
-225
269
$415K 0.02%
1,218
+15
270
$415K 0.02%
3,302
+375
271
$415K 0.02%
+5,170
272
$414K 0.02%
2,105
273
$414K 0.02%
+8,167
274
$411K 0.02%
1
275
$409K 0.02%
10,100
-145
9 10
11
12 13