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
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280
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281
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4,839
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282
$442K 0.02%
9,631
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283
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284
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548
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285
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7,290
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286
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287
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288
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289
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290
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14,861
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291
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292
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293
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294
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6,204
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295
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540
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296
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297
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298
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299
$399K 0.02%
11,096
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300
$395K 0.02%
4,453
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