FB

Fulton Bank Portfolio holdings

AUM $2.71B
1-Year Est. Return 9.82%
This Quarter Est. Return
1 Year Est. Return
+9.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$248K 0.02%
+1,812
302
$245K 0.02%
+5,049
303
$242K 0.02%
2,306
-16
304
$239K 0.02%
1,534
-7
305
$238K 0.02%
1,600
-26
306
$234K 0.02%
1,095
+1
307
$232K 0.02%
1,652
308
$232K 0.02%
8,956
-232
309
$228K 0.02%
1,366
-100
310
$227K 0.02%
+3,489
311
$225K 0.02%
3,154
-283
312
$225K 0.02%
7,054
-24,266
313
$224K 0.02%
11,143
-291
314
$222K 0.02%
3,289
-328
315
$219K 0.02%
716
-37
316
$218K 0.02%
1,616
-20
317
$217K 0.02%
5,400
318
$216K 0.02%
17,257
-1,406
319
$216K 0.02%
26,985
-6,124
320
$215K 0.02%
2,612
-66
321
$215K 0.02%
+3,553
322
$214K 0.02%
7,443
-1,069
323
$210K 0.01%
5,162
+46
324
$206K 0.01%
+4,688
325
$205K 0.01%
+4,010
10 11 12
13
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