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
$2.15B
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.77M
3
+$973K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$926K
5
MRNA icon
Moderna
MRNA
+$840K

Top Sells

1
+$4.2M
2
+$1.68M
3
+$1M
4
GPN icon
Global Payments
GPN
+$970K
5
UNH icon
UnitedHealth
UNH
+$960K

Sector Composition

1 Technology 8.06%
2 Financials 5.47%
3 Healthcare 4.29%
4 Consumer Discretionary 4.07%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$211K 0.01%
15,429
+237
402
$209K 0.01%
2,020
-182
403
$206K 0.01%
3,366
+479
404
$205K 0.01%
1,763
+213
405
$204K 0.01%
2,807
406
$204K 0.01%
5,582
+105
407
$204K 0.01%
+7,980
408
$201K 0.01%
+1,701
409
$201K 0.01%
2,343
+38
410
$151K 0.01%
22,971
-222
411
$140K 0.01%
12,506
-4,011
412
$123K 0.01%
27,844
-12,312
413
$60K ﹤0.01%
11,072
414
$31K ﹤0.01%
+11,354
415
– –
-4,170
416
– –
-3,119
417
– –
-5,439
418
– –
-1,100
419
– –
-2,545
420
– –
-2,640
421
– –
-1,300
422
– –
-3,624
423
– –
-20,182
424
– –
-4,050
425
– –
-31,183
14 15 16
17
18