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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$218K 0.01%
+2,152
352
$218K 0.01%
+785
353
$217K 0.01%
+1,639
354
$216K 0.01%
1,283
-142
355
$213K 0.01%
+10,671
356
$210K 0.01%
2,807
-2
357
$208K 0.01%
4,055
-848
358
$208K 0.01%
+6,543
359
$208K 0.01%
3,552
360
$207K 0.01%
2,581
-480
361
$206K 0.01%
+637
362
$205K 0.01%
2,298
-175
363
$204K 0.01%
+1,930
364
$203K 0.01%
+3,057
365
$202K 0.01%
+959
366
$201K 0.01%
+2,034
367
$182K 0.01%
14,666
-347
368
$167K 0.01%
16,384
+1,677
369
$162K 0.01%
10,090
-2,931
370
$160K 0.01%
+10,275
371
$151K 0.01%
22,741
+9,856
372
$111K 0.01%
38,208
-4,609
373
$48K ﹤0.01%
12,183
-73,405
374
– –
-1,067
375
– –
-5,563
13 14
15
16 17