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
$879M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.2M
3
+$801K
4
KO icon
Coca-Cola
KO
+$795K
5
TWX
Time Warner Inc
TWX
+$707K

Top Sells

1
+$4.45M
2
+$1.92M
3
+$1.88M
4
PTR
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
+$1.53M
5
ABBV icon
AbbVie
ABBV
+$1.34M

Sector Composition

1 Technology 6.62%
2 Healthcare 5.96%
3 Energy 5.52%
4 Consumer Staples 4.76%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-3,177
302
– –
-2,705
303
– –
-12,198
304
– –
-2,092
305
– –
-4,958
306
– –
-10,398
307
– –
-10,793
308
– –
-1,442
9 10 11 12
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