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
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.59M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
AET
Aetna Inc
AET
+$1.26M

Top Sells

1
+$2.34M
2
+$1.69M
3
+$1.27M
4
FAST icon
Fastenal
FAST
+$1.06M
5
KO icon
Coca-Cola
KO
+$1.03M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$230K 0.02%
11,244
-4
277
$228K 0.02%
+4,648
278
$228K 0.02%
10,800
-3,815
279
$227K 0.02%
690
-14
280
$227K 0.02%
1,828
-41
281
$225K 0.02%
8,173
282
$224K 0.02%
5,050
+700
283
$223K 0.02%
1,234
284
$223K 0.02%
14,929
285
$223K 0.02%
4,393
-8
286
$218K 0.02%
+2,774
287
$215K 0.02%
6,918
+260
288
$209K 0.02%
3,956
289
$207K 0.02%
5,537
+224
290
$207K 0.02%
7,628
-53
291
$206K 0.02%
+17,038
292
$206K 0.02%
+884
293
$204K 0.02%
+1,214
294
$202K 0.02%
11,043
-6,505
295
$201K 0.02%
+1,986
296
$188K 0.02%
13,204
-18,936
297
$167K 0.02%
+12,948
298
$165K 0.02%
22,600
299
$149K 0.02%
2,573
-463
300
– –
-11,188
10 11
12
13 14