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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$132K 0.01%
51,706
+14,593
327
$127K 0.01%
13,901
+1,632
328
$120K 0.01%
3,839
-7,775
329
$117K 0.01%
+12,507
330
$115K 0.01%
13,010
+2,404
331
$114K 0.01%
17,432
+6,092
332
$113K 0.01%
+15,454
333
– –
-7,573
334
– –
-9,492
335
– –
-20,254
336
– –
-12,148
337
– –
-6,752
338
– –
-19,315
339
– –
-12,203
340
– –
-17,105
341
– –
-1,433
342
– –
-10,049
343
– –
-11,357
344
– –
-1,426
345
– –
-14,828
346
– –
-2,034
347
– –
-10,720
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