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
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$447K 0.02%
8,956
-440
352
$446K 0.02%
4,310
+430
353
$446K 0.02%
1,936
+672
354
$442K 0.02%
+12,000
355
$441K 0.02%
6,100
-55
356
$441K 0.02%
26,358
-3,341
357
$438K 0.02%
3,449
-808
358
$438K 0.02%
7,360
+1,196
359
$436K 0.02%
12,516
+780
360
$436K 0.02%
4,319
+18
361
$434K 0.02%
9,588
+597
362
$432K 0.02%
2,180
363
$431K 0.02%
67,451
364
$429K 0.02%
3,007
+147
365
$428K 0.02%
5,120
-348
366
$427K 0.02%
11,661
+775
367
$427K 0.02%
2,382
368
$422K 0.02%
4,795
-441
369
$420K 0.02%
6,363
+141
370
$415K 0.02%
1,731
-107
371
$411K 0.02%
1,114
+14
372
$409K 0.02%
3,052
+489
373
$404K 0.02%
2,240
-1,224
374
$403K 0.02%
7,719
+2,604
375
$402K 0.02%
2,400
13 14
15
16 17