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
$2.15B
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.77M
3
+$973K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$926K
5
MRNA icon
Moderna
MRNA
+$840K

Top Sells

1
+$4.2M
2
+$1.68M
3
+$1M
4
GPN icon
Global Payments
GPN
+$970K
5
UNH icon
UnitedHealth
UNH
+$960K

Sector Composition

1 Technology 8.06%
2 Financials 5.47%
3 Healthcare 4.29%
4 Consumer Discretionary 4.07%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$363K 0.02%
1,779
-93
302
$362K 0.02%
4,898
303
$361K 0.02%
5,409
-7,947
304
$361K 0.02%
+7,493
305
$359K 0.02%
3,079
+55
306
$358K 0.02%
1,588
-1,684
307
$357K 0.02%
8,378
+1,958
308
$347K 0.02%
6,272
+119
309
$346K 0.02%
476
-58
310
$345K 0.02%
7,350
+1,034
311
$343K 0.02%
6,270
+1,527
312
$342K 0.02%
+11,706
313
$340K 0.02%
7,369
314
$339K 0.02%
3,678
+58
315
$338K 0.02%
10,844
+1,411
316
$338K 0.02%
2,241
+22
317
$337K 0.02%
2,742
318
$328K 0.02%
8,934
+225
319
$328K 0.02%
8,851
-1,057
320
$325K 0.02%
1,569
321
$325K 0.02%
5,815
+678
322
$323K 0.02%
2,860
-918
323
$323K 0.02%
3,372
+35
324
$322K 0.02%
+5,359
325
$317K 0.01%
1,893
+13
11 12
13
14 15