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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.56M
3
+$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1
+$1.79M
2
+$1.64M
3
+$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$201K 0.02%
+7,361
277
$200K 0.02%
+10,800
278
$199K 0.02%
3,073
-1,383
279
– –
-3,180
280
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-2,853
281
– –
-5,415
282
– –
-28,017
283
– –
-6,090
284
– –
-15,819
285
– –
-4,700
286
– –
-6,450
287
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-205
288
– –
-12,990
289
– –
-1,861
290
– –
-3,680
291
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-21,453
292
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-3,214
293
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-6,270
294
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-4,900
295
– –
-15,216
296
– –
-4,941
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