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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$473K 0.02%
15,589
-2,095
252
$472K 0.02%
8,675
-1,348
253
$468K 0.02%
10,265
-47,733
254
$467K 0.02%
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255
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256
$461K 0.02%
2,708
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257
$457K 0.02%
16,941
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258
$452K 0.02%
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259
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260
$445K 0.02%
9,379
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261
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262
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263
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264
$438K 0.02%
+1,067
265
$435K 0.02%
14,889
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266
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267
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270
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271
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-247
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273
$422K 0.02%
6,335
-1,618
274
$422K 0.02%
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+102
275
$419K 0.02%
3,194
-181
9 10
11
12 13