FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$225K 0.01%
3,859
+387
352
$223K 0.01%
4,676
+54
353
$221K 0.01%
2,332
+290
354
$220K 0.01%
4,256
+111
355
$220K 0.01%
+6,864
356
$220K 0.01%
+653
357
$219K 0.01%
+2,750
358
$219K 0.01%
+3,926
359
$215K 0.01%
+6,056
360
$213K 0.01%
4,095
+147
361
$211K 0.01%
804
+5
362
$210K 0.01%
+2,599
363
$209K 0.01%
1,690
-22
364
$209K 0.01%
9,588
-77
365
$208K 0.01%
+2,579
366
$206K 0.01%
494
+35
367
$204K 0.01%
3,054
-3,098
368
$203K 0.01%
357
-4
369
$203K 0.01%
2,952
+88
370
$203K 0.01%
+7,662
371
$202K 0.01%
1,925
+36
372
$201K 0.01%
+7,935
373
$200K 0.01%
2,495
+86
374
$169K 0.01%
10,765
+640
375
$154K 0.01%
+12,255
13 14
15
16 17