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
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$574K 0.02%
2,115
+56
302
$574K 0.02%
9,326
-815
303
$566K 0.02%
2,435
-101
304
$565K 0.02%
2,912
+138
305
$564K 0.02%
2,976
-440
306
$555K 0.02%
1,904
-247
307
$547K 0.02%
7,012
+3,872
308
$547K 0.02%
3,358
+105
309
$546K 0.02%
4,904
-188
310
$544K 0.02%
4,867
+443
311
$540K 0.02%
20,596
+1,317
312
$539K 0.02%
1,232
+46
313
$530K 0.02%
3,181
+59
314
$529K 0.02%
3,078
+206
315
$526K 0.02%
8,475
+839
316
$526K 0.02%
3,769
+790
317
$524K 0.02%
8,069
-1,429
318
$521K 0.02%
2,161
-347
319
$517K 0.02%
+17,000
320
$516K 0.02%
32,172
+6,735
321
$515K 0.02%
4,193
+319
322
$512K 0.02%
5,220
-199
323
$505K 0.02%
2,191
+3
324
$503K 0.02%
15,045
+3,723
325
$499K 0.02%
7,008
-125
11 12
13
14 15