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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$305K 0.01%
3,309
-30
352
$303K 0.01%
1,399
-170
353
$299K 0.01%
3,481
+115
354
$299K 0.01%
2,568
-292
355
$297K 0.01%
4,389
-2
356
$291K 0.01%
+2,477
357
$291K 0.01%
+1,806
358
$290K 0.01%
9,781
+223
359
$288K 0.01%
3,480
+232
360
$287K 0.01%
2,225
-10
361
$286K 0.01%
12,409
+371
362
$286K 0.01%
12,395
+1,101
363
$285K 0.01%
1,188
-71
364
$283K 0.01%
4,866
-493
365
$283K 0.01%
434
-42
366
$280K 0.01%
1,686
+10
367
$277K 0.01%
6,615
-380
368
$274K 0.01%
2,151
+50
369
$272K 0.01%
3,123
-201
370
$271K 0.01%
2,405
-305
371
$270K 0.01%
4,004
+95
372
$268K 0.01%
2,321
+67
373
$266K 0.01%
5,378
-100
374
$262K 0.01%
3,945
+300
375
$262K 0.01%
3,341
+181
13 14
15
16 17