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
376
$260K 0.01%
2,350
377
$258K 0.01%
4,531
-1,058
378
$258K 0.01%
6,180
+310
379
$257K 0.01%
5,549
+374
380
$257K 0.01%
2,348
+27
381
$256K 0.01%
9,267
+314
382
$254K 0.01%
5,739
+258
383
$254K 0.01%
2,319
-127
384
$254K 0.01%
1,244
+4
385
$254K 0.01%
2,194
-387
386
$252K 0.01%
5,217
+235
387
$252K 0.01%
2,598
+19
388
$251K 0.01%
6,177
-2,674
389
$251K 0.01%
+1,411
390
$250K 0.01%
4,490
+313
391
$249K 0.01%
1,690
392
$248K 0.01%
9,506
393
$248K 0.01%
7,124
+636
394
$247K 0.01%
2,596
+67
395
$247K 0.01%
4,149
+263
396
$246K 0.01%
1,828
-104
397
$244K 0.01%
3,133
-849
398
$244K 0.01%
+9,762
399
$242K 0.01%
1,356
+75
400
$240K 0.01%
9,220
+41
14 15
16
17 18