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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$419K 0.02%
8,808
-2,843
277
$408K 0.02%
8,750
-780
278
$407K 0.02%
2,577
-397
279
$403K 0.02%
3,710
+181
280
$398K 0.02%
597
+49
281
$398K 0.02%
3,103
+372
282
$393K 0.02%
1,365
283
$388K 0.02%
6,322
-550
284
$387K 0.02%
4,724
+58
285
$387K 0.02%
10,783
-1,522
286
$385K 0.02%
5,287
-2,003
287
$384K 0.02%
15,815
-19,762
288
$382K 0.02%
10,560
+929
289
$380K 0.02%
5,015
290
$376K 0.02%
2,218
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291
$375K 0.02%
3,021
-338
292
$372K 0.02%
3,122
-1,331
293
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2,356
-121
294
$371K 0.02%
7,619
+1,439
295
$367K 0.02%
11,980
-2,881
296
$366K 0.02%
3,729
-93
297
$364K 0.02%
2,105
+160
298
$363K 0.02%
10,440
-656
299
$362K 0.02%
4,738
-160
300
$356K 0.02%
4,786
-645
10 11
12
13 14