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
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$496K 0.02%
2,975
+46
327
$496K 0.02%
3,312
-264
328
$496K 0.02%
1,726
-195
329
$495K 0.02%
931
-59
330
$493K 0.02%
6,319
-144
331
$492K 0.02%
5,558
-162
332
$485K 0.02%
3,242
+648
333
$480K 0.02%
5,111
+80
334
$478K 0.02%
18,926
-498
335
$477K 0.02%
1,379
+397
336
$474K 0.02%
3,798
-48
337
$473K 0.02%
1,415
-619
338
$473K 0.02%
10,658
+68
339
$471K 0.02%
1,506
+85
340
$470K 0.02%
2,450
-14
341
$469K 0.02%
8,078
+702
342
$469K 0.02%
5,463
-16,738
343
$466K 0.02%
5,832
+13
344
$465K 0.02%
11,102
+1,991
345
$460K 0.02%
2,110
-39
346
$457K 0.02%
7,418
+103
347
$454K 0.02%
1,570
+47
348
$452K 0.02%
2,589
-130
349
$451K 0.02%
8,480
350
$449K 0.02%
2,314
+478
12 13
14
15 16