FB
Fulton Bank Portfolio holdings
AUM
$2.71B
This Quarter Return
+2.17%
1 Year Return
+9.82%
3 Year Return
+34.66%
5 Year Return
+52.43%
10 Year Return
+88.64%
AUM
$1.42B
AUM Growth
+$1.42B
(+5.5%)
Cap. Flow
+$30.9M
Cap. Flow
% of AUM
2.18%
Top 10 Holdings %
Top 10 Hldgs %
32.66%
Holding
456
New
23
Increased
198
Reduced
185
Closed
21
Top Buys
| 1 |
Canadian Imperial Bank of Commerce
CM
|
$1.31M |
| 2 |
AstraZeneca
AZN
|
$1.28M |
| 3 |
Occidental Petroleum
OXY
|
$1.1M |
| 4 |
Public Storage
PSA
|
$846K |
| 5 |
Cummins
CMI
|
$840K |
Top Sells
| 1 |
McDonald's
MCD
|
$1.96M |
| 2 |
AbbVie
ABBV
|
$1.57M |
| 3 |
Sanofi
SNY
|
$1.2M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.15M |
| 5 |
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% |
