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
$1.13B
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.86M
3
+$1.65M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.55M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Top Sells

1
+$2.82M
2
+$861K
3
+$762K
4
UL icon
Unilever
UL
+$633K
5
AMSG
Amsurg Corp
AMSG
+$565K

Sector Composition

1 Financials 6.72%
2 Healthcare 5.19%
3 Technology 5.01%
4 Consumer Staples 4.54%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$172K 0.02%
14,138
-728
302
$170K 0.02%
14,611
-1,560
303
$95K 0.01%
22,600
304
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-4,716
305
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-10,898
306
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-837
307
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-1,626
308
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-17,055
309
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-4,100
310
– –
-12,588
311
– –
-7,540
312
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-10,631
313
– –
-2,641
314
– –
-2,798
315
– –
-2,653
316
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-2,809
317
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-1,955
318
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-8,754
319
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-8,850
320
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-4,945
321
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-8,417
322
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-22,758
323
– –
-5,432
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