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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$294K 0.02%
5,823
-353
277
$294K 0.02%
1,948
-412
278
$286K 0.02%
2,167
-441
279
$283K 0.02%
38,740
-3,754
280
$282K 0.02%
1,649
-5
281
$281K 0.02%
3,455
+720
282
$279K 0.02%
3,635
-2,010
283
$279K 0.02%
1,908
-20
284
$277K 0.02%
7,711
+967
285
$273K 0.02%
+4,944
286
$273K 0.02%
6,323
-77
287
$271K 0.02%
596
-112
288
$270K 0.02%
1,843
289
$270K 0.02%
9,046
+179
290
$269K 0.02%
10,644
-865
291
$267K 0.02%
19,701
-3,484
292
$264K 0.02%
+2,300
293
$263K 0.02%
1,291
+20
294
$263K 0.02%
5,113
295
$257K 0.02%
4,342
-61
296
$255K 0.02%
2,179
-115
297
$254K 0.02%
5,363
-38
298
$253K 0.02%
1,315
-32
299
$250K 0.02%
1,296
-4
300
$249K 0.02%
8,859
10 11
12
13 14