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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$1.28M
3 +$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1 +$1.96M
2 +$1.57M
3 +$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$203K 0.01%
+4,338
327
$203K 0.01%
+1,485
328
$202K 0.01%
13,786
-344
329
$170K 0.01%
45,399
+817
330
$143K 0.01%
19,014
-1,323
331
$115K 0.01%
22,600
332
-14,940
333
-9,170
334
-16,950
335
-8,446
336
-11,356
337
-8,414
338
-9,870
339
-13,509
340
-10,412
341
-1,069
342
-4,685
343
-3,153
344
-6,660
345
-13,790
346
-10,439