FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$255K 0.02%
6,860
-1,310
327
$253K 0.02%
6,132
+223
328
$252K 0.02%
4,679
+28
329
$252K 0.02%
5,929
+78
330
$251K 0.02%
3,972
+1,105
331
$251K 0.02%
2,970
-8
332
$249K 0.01%
16,151
+3,491
333
$248K 0.01%
2,835
+94
334
$247K 0.01%
+1,866
335
$246K 0.01%
3,810
-1,951
336
$246K 0.01%
4,462
-703
337
$243K 0.01%
2,715
+243
338
$240K 0.01%
3,128
-10,828
339
$235K 0.01%
+1,674
340
$235K 0.01%
1,120
-78
341
$234K 0.01%
3,615
+77
342
$233K 0.01%
+1,724
343
$231K 0.01%
1,144
+11
344
$230K 0.01%
1,417
345
$230K 0.01%
9,506
346
$229K 0.01%
10,866
+1,032
347
$229K 0.01%
+2,665
348
$229K 0.01%
+2,295
349
$229K 0.01%
3,248
+229
350
$227K 0.01%
11,629
+1,523
12 13
14
15 16