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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$453K 0.02%
3,767
-459
277
$452K 0.02%
2,922
-465
278
$451K 0.02%
1
279
$451K 0.02%
4,708
+1,950
280
$447K 0.02%
+3,856
281
$446K 0.02%
4,839
+391
282
$442K 0.02%
9,631
+1,253
283
$438K 0.02%
1,365
284
$436K 0.02%
548
-354
285
$429K 0.02%
7,290
-877
286
$428K 0.02%
5,015
287
$428K 0.02%
8,081
-350
288
$419K 0.02%
3,529
-706
289
$418K 0.02%
1,547
-69
290
$415K 0.02%
14,861
-77
291
$414K 0.02%
1,775
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292
$413K 0.02%
4,440
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293
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4,898
294
$410K 0.02%
6,204
+400
295
$408K 0.02%
540
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296
$407K 0.02%
1,104
-890
297
$404K 0.02%
2,055
-50
298
$401K 0.02%
5,925
+110
299
$399K 0.02%
11,096
+920
300
$395K 0.02%
4,453
-717
10 11
12
13 14