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
$1.48B
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.83M
3 +$972K
4
KO icon
Coca-Cola
KO
+$858K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$767K

Top Sells

1 +$1.87M
2 +$1.73M
3 +$1.33M
4
WMT icon
Walmart
WMT
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Financials 6.31%
2 Technology 5.87%
3 Healthcare 4.26%
4 Communication Services 3.35%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$247K 0.02%
4,483
-12,409
277
$245K 0.02%
3,862
+4
278
$243K 0.02%
1,600
-4
279
$241K 0.02%
5,729
+890
280
$240K 0.02%
539
281
$238K 0.02%
2,631
282
$237K 0.02%
14,548
-1,258
283
$236K 0.02%
7,737
+892
284
$236K 0.02%
5,977
+106
285
$233K 0.02%
2,450
-37
286
$233K 0.02%
4,148
+1,170
287
$232K 0.02%
1,845
+7
288
$231K 0.02%
2,677
289
$227K 0.02%
+19,971
290
$226K 0.02%
1,341
291
$226K 0.02%
+882
292
$225K 0.02%
5,537
-317
293
$225K 0.02%
+6,345
294
$224K 0.02%
+5,805
295
$222K 0.02%
+4,609
296
$220K 0.01%
5,653
-353
297
$220K 0.01%
+4,918
298
$219K 0.01%
4,136
+9
299
$219K 0.01%
1,597
+12
300
$216K 0.01%
1,000