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
$2.15B
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.77M
3
+$973K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$926K
5
MRNA icon
Moderna
MRNA
+$840K

Top Sells

1
+$4.2M
2
+$1.68M
3
+$1M
4
GPN icon
Global Payments
GPN
+$970K
5
UNH icon
UnitedHealth
UNH
+$960K

Sector Composition

1 Technology 8.06%
2 Financials 5.47%
3 Healthcare 4.29%
4 Consumer Discretionary 4.07%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$316K 0.01%
17,663
+328
327
$316K 0.01%
6,846
+135
328
$313K 0.01%
6,995
+148
329
$311K 0.01%
393
+7
330
$309K 0.01%
3,845
331
$309K 0.01%
+2,068
332
$307K 0.01%
5,589
-726
333
$307K 0.01%
5,522
+49
334
$305K 0.01%
774
+13
335
$301K 0.01%
4,422
+66
336
$299K 0.01%
1,429
+14
337
$297K 0.01%
+1,136
338
$295K 0.01%
4,723
+647
339
$295K 0.01%
2,305
+208
340
$293K 0.01%
2,292
-957
341
$292K 0.01%
3,162
+27
342
$291K 0.01%
+12,038
343
$288K 0.01%
3,339
+36
344
$286K 0.01%
9,558
+3,607
345
$284K 0.01%
+1,000
346
$281K 0.01%
5,086
+1,302
347
$278K 0.01%
35,399
-6,749
348
$274K 0.01%
7,690
+731
349
$274K 0.01%
5,478
-4,466
350
$274K 0.01%
+4,391
12 13
14
15 16