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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$395K 0.02%
8,516
+349
302
$395K 0.02%
7,367
-2
303
$394K 0.02%
11,919
+213
304
$394K 0.02%
5,480
-1,850
305
$392K 0.02%
12,305
+1,461
306
$390K 0.02%
7,788
+2,702
307
$388K 0.02%
2,922
-157
308
$385K 0.02%
5,486
-36
309
$379K 0.02%
730
-44
310
$376K 0.02%
6,091
-179
311
$376K 0.02%
1,773
-468
312
$372K 0.02%
8,545
-109
313
$372K 0.02%
5,549
+140
314
$372K 0.02%
13,088
+15
315
$368K 0.02%
6,024
+1,830
316
$368K 0.02%
10,779
317
$367K 0.02%
2,343
+450
318
$364K 0.02%
4,245
+400
319
$363K 0.02%
+8,594
320
$360K 0.02%
926
+126
321
$359K 0.02%
3,578
-100
322
$357K 0.02%
7,557
+207
323
$356K 0.02%
3,363
-497
324
$355K 0.02%
3,822
-3,267
325
$352K 0.02%
9,078
+144
11 12
13
14 15