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
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$675K 0.03%
18,954
+1,581
277
$669K 0.03%
7,553
-127
278
$669K 0.03%
3,396
+91
279
$651K 0.02%
4,282
+556
280
$645K 0.02%
2,331
281
$643K 0.02%
2,044
-3,013
282
$638K 0.02%
7,109
+196
283
$635K 0.02%
1,203
-12
284
$630K 0.02%
15,080
-52
285
$624K 0.02%
3,440
+152
286
$622K 0.02%
6,875
-250
287
$613K 0.02%
3,442
-290
288
$610K 0.02%
5,524
-311
289
$605K 0.02%
8,610
-727
290
$602K 0.02%
1,268
+85
291
$601K 0.02%
2,143
+684
292
$594K 0.02%
15,850
293
$593K 0.02%
3,437
+771
294
$587K 0.02%
1,129
-1
295
$585K 0.02%
24,414
-69
296
$584K 0.02%
1,131
-23
297
$580K 0.02%
10,111
+3,405
298
$580K 0.02%
25,227
+4,165
299
$577K 0.02%
4,388
-1,067
300
$574K 0.02%
5,529
10 11
12
13 14