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
$1.86B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$659K
3
+$475K
4
KMB icon
Kimberly-Clark
KMB
+$471K
5
MA icon
Mastercard
MA
+$463K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$893K
5
KO icon
Coca-Cola
KO
+$793K

Sector Composition

1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$260K 0.01%
44,517
-5,556
302
$258K 0.01%
4,701
+312
303
$257K 0.01%
+3,529
304
$255K 0.01%
+12,983
305
$255K 0.01%
+2,103
306
$253K 0.01%
+1,014
307
$253K 0.01%
+2,527
308
$252K 0.01%
3,410
-30
309
$252K 0.01%
8,965
+195
310
$251K 0.01%
351
+59
311
$250K 0.01%
+2,595
312
$250K 0.01%
4,848
+109
313
$249K 0.01%
+8,723
314
$249K 0.01%
1,502
+25
315
$246K 0.01%
747
+105
316
$245K 0.01%
+6,677
317
$245K 0.01%
7,012
+574
318
$244K 0.01%
1,569
-178
319
$243K 0.01%
889
-1,349
320
$237K 0.01%
2,473
-85
321
$235K 0.01%
+8,335
322
$234K 0.01%
2,648
+167
323
$233K 0.01%
+1,357
324
$232K 0.01%
+8,402
325
$232K 0.01%
849
11 12
13
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