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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$253K 0.02%
4,052
-176
277
$251K 0.02%
+1,477
278
$251K 0.02%
8,770
+735
279
$249K 0.02%
4,907
-539
280
$248K 0.02%
2,998
-55
281
$248K 0.02%
2,558
-62
282
$247K 0.02%
1,250
-103
283
$247K 0.02%
1,687
+107
284
$246K 0.02%
+12,713
285
$246K 0.02%
2,486
+9
286
$246K 0.02%
+5,049
287
$244K 0.02%
+7,989
288
$242K 0.01%
4,389
+65
289
$242K 0.01%
+724
290
$241K 0.01%
3,168
+521
291
$239K 0.01%
+6,161
292
$238K 0.01%
1,267
+158
293
$233K 0.01%
1,438
-51
294
$233K 0.01%
3,705
-71
295
$232K 0.01%
+642
296
$231K 0.01%
+2,681
297
$230K 0.01%
9,005
-2,531
298
$230K 0.01%
2,202
+33
299
$223K 0.01%
+1,747
300
$223K 0.01%
1,723
-601
10 11
12
13 14