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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$347K 0.02%
6,664
+392
327
$345K 0.02%
1,182
+182
328
$345K 0.02%
+18,186
329
$337K 0.01%
1,440
-148
330
$336K 0.01%
3,271
+194
331
$334K 0.01%
17,684
+21
332
$334K 0.01%
1,305
-300
333
$333K 0.01%
+4,056
334
$328K 0.01%
2,524
+219
335
$321K 0.01%
3,108
-54
336
$319K 0.01%
4,531
+109
337
$318K 0.01%
4,801
+78
338
$318K 0.01%
2,068
339
$317K 0.01%
2,742
340
$317K 0.01%
999
+25
341
$316K 0.01%
2,731
+439
342
$315K 0.01%
1,410
+274
343
$314K 0.01%
+1,717
344
$314K 0.01%
371
-22
345
$313K 0.01%
7,953
+263
346
$311K 0.01%
+3,830
347
$310K 0.01%
2,311
+90
348
$310K 0.01%
2,564
-104
349
$308K 0.01%
1,429
350
$307K 0.01%
6,872
+26
12 13
14
15 16