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
$2.15B
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.77M
3
+$973K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$926K
5
MRNA icon
Moderna
MRNA
+$840K

Top Sells

1
+$4.2M
2
+$1.68M
3
+$1M
4
GPN icon
Global Payments
GPN
+$970K
5
UNH icon
UnitedHealth
UNH
+$960K

Sector Composition

1 Technology 8.06%
2 Financials 5.47%
3 Healthcare 4.29%
4 Consumer Discretionary 4.07%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$272K 0.01%
2,446
-12
352
$270K 0.01%
3,077
+36
353
$270K 0.01%
2,190
+390
354
$269K 0.01%
2,668
-49
355
$269K 0.01%
1,676
356
$267K 0.01%
3,324
+33
357
$265K 0.01%
831
+69
358
$264K 0.01%
1,932
-44
359
$264K 0.01%
974
+122
360
$264K 0.01%
800
361
$264K 0.01%
3,886
+34
362
$264K 0.01%
1,281
+172
363
$263K 0.01%
1,259
+9
364
$263K 0.01%
2,235
365
$263K 0.01%
2,321
+20
366
$260K 0.01%
+1,507
367
$252K 0.01%
4,194
+570
368
$250K 0.01%
2,435
+360
369
$250K 0.01%
5,870
+81
370
$249K 0.01%
2,221
+34
371
$249K 0.01%
8,953
+1,680
372
$248K 0.01%
3,160
+36
373
$246K 0.01%
2,710
+10
374
$246K 0.01%
+4,982
375
$244K 0.01%
2,254
+48
13 14
15
16 17