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
$1.48B
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.83M
3
+$972K
4
KO icon
Coca-Cola
KO
+$858K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$767K

Top Sells

1
+$1.87M
2
+$1.73M
3
+$1.33M
4
WMT icon
Walmart
WMT
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Financials 6.31%
2 Technology 5.87%
3 Healthcare 4.26%
4 Communication Services 3.35%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$213K 0.01%
+369
302
$213K 0.01%
1,282
+32
303
$210K 0.01%
3,788
-4,948
304
$206K 0.01%
+3,814
305
$204K 0.01%
2,676
-215
306
$203K 0.01%
2,634
-68
307
$202K 0.01%
+1,641
308
$202K 0.01%
1,712
309
$166K 0.01%
+11,519
310
$120K 0.01%
38,961
-1,246
311
$120K 0.01%
13,165
-280
312
$113K 0.01%
22,600
313
$48K ﹤0.01%
+28,054
314
– –
-2,093
315
– –
-7,023
316
– –
-20,221
317
– –
-6,370
318
– –
-5,777
319
– –
-5,164
320
– –
-10,380
321
– –
-19,225
322
– –
-8,399
323
– –
-328
324
– –
-4,775
325
– –
-10,726
10 11 12
13
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