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
$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
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-3,214
280
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-6,270
281
– –
-4,900
282
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-15,216
283
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-4,941
284
– –
-3,180
285
– –
-2,853
286
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-5,415
287
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-28,017
288
– –
-6,090
289
– –
-15,819
290
– –
-4,700
291
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-6,450
292
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-205
293
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-12,990
294
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-1,861
295
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-3,680
296
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-21,453
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