FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$292K 0.02%
1,365
302
$290K 0.02%
11,536
+3,029
303
$290K 0.02%
1,106
-22
304
$287K 0.02%
870
+6
305
$286K 0.02%
9,689
+617
306
$286K 0.02%
2,628
+114
307
$281K 0.02%
+2,941
308
$279K 0.02%
4,502
+772
309
$275K 0.02%
3,019
-43
310
$275K 0.02%
2,225
311
$274K 0.02%
4,738
312
$272K 0.02%
578
+87
313
$271K 0.02%
553
-47
314
$269K 0.02%
2,154
-95
315
$268K 0.02%
+965
316
$267K 0.02%
4,873
+714
317
$267K 0.02%
940
+109
318
$262K 0.02%
1,182
+79
319
$262K 0.02%
1,488
+54
320
$260K 0.02%
7,328
+1,124
321
$260K 0.02%
+2,817
322
$259K 0.02%
2,848
+143
323
$259K 0.02%
+4,257
324
$256K 0.02%
1,456
+144
325
$255K 0.02%
7,409
-57
11 12
13
14 15