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
$1.22B
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.18M
3
+$1.57M
4
CVS icon
CVS Health
CVS
+$1.13M
5
BA icon
Boeing
BA
+$1.05M

Top Sells

1
+$1.77M
2
+$1.67M
3
+$1.59M
4
MAS icon
Masco
MAS
+$1.08M
5
CMCSA icon
Comcast
CMCSA
+$1.03M

Sector Composition

1 Financials 6.18%
2 Technology 5.07%
3 Healthcare 5.06%
4 Communication Services 4.06%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$211K 0.02%
1,977
-72
302
$211K 0.02%
1,353
-260
303
$207K 0.02%
+1,566
304
$206K 0.02%
4,388
-3,760
305
$205K 0.02%
15,329
-2,742
306
$203K 0.02%
15,354
-3,637
307
$202K 0.02%
+1,815
308
$202K 0.02%
+6,241
309
$201K 0.02%
+2,713
310
$201K 0.02%
+1,663
311
$201K 0.02%
+1,652
312
$200K 0.02%
1,321
-157
313
$172K 0.01%
15,391
+780
314
$165K 0.01%
14,138
315
$125K 0.01%
22,600
316
$111K 0.01%
+32,622
317
– –
-1,083
318
– –
-8,770
319
– –
-8,487
320
– –
-2,628
321
– –
-14,974
322
– –
-5,915
323
– –
-20,728
324
– –
-1,016
325
– –
-6,244
10 11 12
13
14