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
376
$238K 0.01%
+2,842
377
$236K 0.01%
2,455
-69
378
$236K 0.01%
3,520
-484
379
$234K 0.01%
2,955
-168
380
$233K 0.01%
5,224
-515
381
$232K 0.01%
9,506
382
$232K 0.01%
1,880
-270
383
$232K 0.01%
2,869
-402
384
$229K 0.01%
2,042
385
$227K 0.01%
4,966
-251
386
$225K 0.01%
2,160
-1,607
387
$224K 0.01%
1,381
388
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8,160
-1,060
389
$216K 0.01%
3,084
-49
390
$216K 0.01%
+484
391
$213K 0.01%
1,990
392
$213K 0.01%
3,612
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393
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394
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395
$209K 0.01%
3,278
-203
396
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3,181
-154
397
$209K 0.01%
2,496
-180
398
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+1,737
399
$205K 0.01%
4,125
-1,474
400
$204K 0.01%
12,200
-1,682
14 15
16
17 18