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
376
$142K 0.01%
+12,712
377
$102K 0.01%
25,120
-5,102
378
$94K 0.01%
10,933
+154
379
$88K 0.01%
+20,547
380
$87K 0.01%
+12,614
381
$84K 0.01%
18,359
382
$17K ﹤0.01%
2,981
383
– –
-27,495
384
– –
-3,489
385
– –
-5,167
386
– –
-549
387
– –
-2,006
388
– –
-576
389
– –
-4,015
390
– –
-2,297
391
– –
-4,004
392
– –
-2,350
393
– –
-4,387
394
– –
-8,210
395
– –
-2,405
396
– –
-2,965
397
– –
-2,406
398
– –
-2,993
399
– –
-4,700
400
– –
-1,919
13 14 15
16
17