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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$355K 0.02%
2,308
+897
302
$354K 0.02%
1,115
-152
303
$348K 0.02%
1,573
-202
304
$347K 0.02%
11,150
+1,369
305
$345K 0.02%
4,249
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306
$345K 0.02%
3,145
-433
307
$341K 0.02%
9,558
+2,943
308
$340K 0.02%
659
-71
309
$339K 0.02%
10,028
-1,402
310
$337K 0.02%
7,442
-115
311
$329K 0.02%
4,245
312
$328K 0.02%
985
-119
313
$325K 0.02%
2,965
+247
314
$325K 0.02%
15,800
-10,030
315
$319K 0.01%
+10,895
316
$318K 0.01%
4,411
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317
$316K 0.01%
+4,593
318
$315K 0.01%
6,492
-172
319
$314K 0.01%
1,389
-158
320
$313K 0.01%
4,717
-149
321
$313K 0.01%
940
-59
322
$313K 0.01%
6,114
-1,253
323
$313K 0.01%
1,255
-155
324
$311K 0.01%
2,489
+141
325
$308K 0.01%
+1,915
11 12
13
14 15