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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$222K 0.01%
292
-10
302
$221K 0.01%
1,154
-459
303
$219K 0.01%
2,809
304
$219K 0.01%
+2,270
305
$218K 0.01%
+1,649
306
$217K 0.01%
+420
307
$216K 0.01%
+4,088
308
$216K 0.01%
+2,481
309
$215K 0.01%
14,575
310
$214K 0.01%
9,090
+595
311
$213K 0.01%
+3,690
312
$212K 0.01%
6,438
-282
313
$212K 0.01%
2,629
-957
314
$211K 0.01%
+5,581
315
$210K 0.01%
+4,739
316
$209K 0.01%
36,819
+89
317
$206K 0.01%
+3,692
318
$206K 0.01%
+2,624
319
$205K 0.01%
+50,073
320
$205K 0.01%
4,708
+27
321
$203K 0.01%
+4,324
322
$201K 0.01%
1,485
-212
323
$201K 0.01%
+849
324
$148K 0.01%
15,437
+5,078
325
$146K 0.01%
10,498
-2,904
10 11 12
13
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