FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$343K 0.02%
4,060
277
$338K 0.02%
1,105
+153
278
$337K 0.02%
1,059
+3
279
$335K 0.02%
2,142
+338
280
$335K 0.02%
4,969
+274
281
$335K 0.02%
4,973
282
$333K 0.02%
11,337
+1,901
283
$333K 0.02%
4,595
+1,257
284
$328K 0.02%
3,321
+209
285
$326K 0.02%
3,819
+102
286
$325K 0.02%
2,407
-47
287
$321K 0.02%
2,486
+800
288
$321K 0.02%
5,014
+584
289
$317K 0.02%
4,707
+175
290
$312K 0.02%
11,042
-83
291
$311K 0.02%
9,671
+1,672
292
$311K 0.02%
6,207
-685
293
$307K 0.02%
9,907
+58
294
$306K 0.02%
4,175
+596
295
$303K 0.02%
+8,174
296
$302K 0.02%
3,759
+111
297
$299K 0.02%
2,133
+649
298
$298K 0.02%
3,946
+709
299
$297K 0.02%
7,070
-37
300
$292K 0.02%
1,189
-114
10 11
12
13 14