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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$304K 0.01%
4,056
327
$304K 0.01%
1,639
-776
328
$301K 0.01%
2,730
-12
329
$295K 0.01%
2,304
+476
330
$294K 0.01%
2,350
331
$293K 0.01%
2,362
-80
332
$292K 0.01%
+4,442
333
$290K 0.01%
391
+20
334
$288K 0.01%
+2,950
335
$288K 0.01%
5,710
+679
336
$286K 0.01%
7,153
-928
337
$286K 0.01%
2,308
-35
338
$286K 0.01%
831
-95
339
$285K 0.01%
2,225
340
$285K 0.01%
1,881
-174
341
$283K 0.01%
+2,619
342
$282K 0.01%
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343
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1,891
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344
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1,340
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345
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346
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12,015
-394
347
$275K 0.01%
4,046
-485
348
$272K 0.01%
1,686
349
$272K 0.01%
5,352
-739
350
$270K 0.01%
1,531
-5,054
12 13
14
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