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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$270K 0.01%
7,170
+46
352
$269K 0.01%
5,000
-480
353
$267K 0.01%
475
-65
354
$266K 0.01%
1,285
-71
355
$264K 0.01%
2,046
-275
356
$264K 0.01%
5,784
-240
357
$263K 0.01%
1,688
-29
358
$262K 0.01%
+6,995
359
$259K 0.01%
2,692
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360
$258K 0.01%
10,508
-1,411
361
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2,264
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362
$254K 0.01%
2,897
-211
363
$252K 0.01%
3,088
-253
364
$252K 0.01%
5,453
+75
365
$252K 0.01%
2,525
-73
366
$250K 0.01%
1,690
367
$249K 0.01%
11,122
-1,273
368
$249K 0.01%
4,876
-610
369
$249K 0.01%
3,970
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370
$248K 0.01%
2,088
-223
371
$245K 0.01%
1,407
+8
372
$242K 0.01%
1,176
-253
373
$240K 0.01%
2,003
+1,089
374
$239K 0.01%
539
+142
375
$238K 0.01%
4,874
-675
13 14
15
16 17