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
$1.29B
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$729K
3
+$632K
4
AMZN icon
Amazon
AMZN
+$532K
5
CMCSA icon
Comcast
CMCSA
+$523K

Top Sells

1
+$974K
2
+$965K
3
+$793K
4
ESRX
Express Scripts Holding Company
ESRX
+$719K
5
SO icon
Southern Company
SO
+$708K

Sector Composition

1 Financials 6.2%
2 Healthcare 5%
3 Technology 4.84%
4 Communication Services 3.9%
5 Consumer Staples 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$126K 0.01%
22,600
327
– –
-7,730
328
– –
-8,182
329
– –
-6,650
330
– –
-2,293
331
– –
-15,329
332
– –
-1,536
333
– –
-8,849
334
– –
-9,272
335
– –
-21,371
336
– –
-1,815
337
– –
-1,614
338
– –
-937
339
– –
-3,813
340
– –
-1,540
341
– –
-4,021
342
– –
-11,490
343
– –
-13,700
344
– –
-6,882
345
– –
-10,770
10 11 12 13
14