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
$1.86B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$659K
3
+$475K
4
KMB icon
Kimberly-Clark
KMB
+$471K
5
MA icon
Mastercard
MA
+$463K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$893K
5
KO icon
Coca-Cola
KO
+$793K

Sector Composition

1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$203K 0.01%
+5,871
352
$203K 0.01%
+2,199
353
$202K 0.01%
+1,067
354
$201K 0.01%
+1,690
355
$200K 0.01%
+5,379
356
$194K 0.01%
+10,351
357
$193K 0.01%
+13,021
358
$176K 0.01%
30,696
-6,123
359
$170K 0.01%
+15,061
360
$166K 0.01%
15,013
-424
361
$145K 0.01%
14,707
+806
362
$142K 0.01%
14,408
-1,046
363
$109K 0.01%
42,817
-8,889
364
$106K 0.01%
18,629
+1,197
365
$94K 0.01%
12,885
-125
366
– –
-9,063
367
– –
-11,711
368
– –
-1,485
369
– –
-10,498
370
– –
-7,989
371
– –
-1,649
372
– –
-2,629
373
– –
-5,986
374
– –
-6,134
375
– –
-8,170
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