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
$2.59B
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$3.4M
3
+$2.52M
4
AMAT icon
Applied Materials
AMAT
+$2.5M
5
AVGO icon
Broadcom
AVGO
+$1.98M

Top Sells

1
+$2.53M
2
+$2.36M
3
+$1.83M
4
WMT icon
Walmart
WMT
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.3M

Sector Composition

1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$630K 0.02%
32,172
302
$617K 0.02%
9,140
-186
303
$612K 0.02%
3,339
+904
304
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3,716
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305
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8,275
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306
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3,597
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307
$594K 0.02%
6,959
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308
$589K 0.02%
2,383
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309
$586K 0.02%
13,276
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310
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9,506
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311
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7,070
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312
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313
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3,199
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314
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14,935
-110
315
$573K 0.02%
7,492
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316
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35,952
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317
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605
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318
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26,642
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319
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1,213
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320
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3,581
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321
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14,206
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322
$565K 0.02%
1,572
+193
323
$552K 0.02%
1,631
+125
324
$546K 0.02%
4,792
+404
325
$544K 0.02%
14,506
-574
11 12
13
14 15