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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$972K
3 +$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1 +$1.69M
2 +$1.41M
3 +$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$535K 0.02%
2,442
+45
252
$530K 0.02%
2,099
+163
253
$530K 0.02%
1,475
+377
254
$528K 0.02%
3,782
-69
255
$524K 0.02%
10,457
+2,964
256
$515K 0.02%
2,096
257
$508K 0.02%
4,341
-1,516
258
$508K 0.02%
1,267
+49
259
$494K 0.02%
8,792
-5,372
260
$490K 0.02%
+13,313
261
$489K 0.02%
534
262
$486K 0.02%
5,588
+7
263
$484K 0.02%
1,043
264
$484K 0.02%
17,670
-279
265
$481K 0.02%
11,430
-231
266
$481K 0.02%
3,916
-357
267
$480K 0.02%
11,651
+146
268
$475K 0.02%
4,666
+235
269
$468K 0.02%
2,718
+418
270
$467K 0.02%
3,375
+73
271
$465K 0.02%
2,679
-15
272
$463K 0.02%
2,415
+225
273
$461K 0.02%
9,178
+592
274
$456K 0.02%
1,945
+166
275
$455K 0.02%
9,530
-570