FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$416K 0.02%
19,732
+2,428
252
$413K 0.02%
2,621
+132
253
$406K 0.02%
1
254
$406K 0.02%
2,719
+258
255
$402K 0.02%
3,593
+600
256
$395K 0.02%
3,415
+733
257
$394K 0.02%
5,607
+502
258
$394K 0.02%
5,234
+266
259
$387K 0.02%
2,196
-22
260
$383K 0.02%
7,055
+192
261
$380K 0.02%
4,595
-74
262
$380K 0.02%
7,746
-1,294
263
$375K 0.02%
2,003
-34
264
$372K 0.02%
12,629
+2,623
265
$362K 0.02%
1,974
-132
266
$361K 0.02%
2,499
+452
267
$361K 0.02%
1,181
+80
268
$359K 0.02%
15,426
+25
269
$359K 0.02%
9,584
+487
270
$357K 0.02%
5,872
+273
271
$357K 0.02%
11,047
-431
272
$356K 0.02%
2,830
+83
273
$353K 0.02%
5,526
+358
274
$352K 0.02%
3,152
+593
275
$346K 0.02%
11,708
-691
9 10
11
12 13