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
$1.02B
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$1.66M
3
+$1.66M
4
CCI icon
Crown Castle
CCI
+$1.12M
5
MRK icon
Merck
MRK
+$847K

Top Sells

1
+$2.23M
2
+$1.78M
3
+$1.12M
4
GE icon
GE Aerospace
GE
+$1.03M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$830K

Sector Composition

1 Financials 6.04%
2 Healthcare 5.88%
3 Consumer Staples 5.68%
4 Communication Services 5.06%
5 Technology 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$210K 0.02%
+2,519
277
$208K 0.02%
+5,400
278
$204K 0.02%
1,553
-260
279
$200K 0.02%
+15,993
280
$181K 0.02%
+19,761
281
$177K 0.02%
+19,937
282
$150K 0.01%
16,819
+1,513
283
$112K 0.01%
22,600
284
$105K 0.01%
4,716
-2,081
285
– –
-3,100
286
– –
-3,578
287
– –
-2,167
288
– –
-2,258
289
– –
-5,210
290
– –
-6,086
291
– –
-3,329
292
– –
-5,553
293
– –
-79,041
294
– –
-13,750
295
– –
-5,120
296
– –
-3,547
297
– –
-3,422
298
– –
-4,169
299
– –
-1,984
300
– –
-10,897
9 10 11
12
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