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
401
$239K 0.01%
2,805
-2
402
$237K 0.01%
1,381
403
$234K 0.01%
+5,599
404
$232K 0.01%
3,335
+118
405
$229K 0.01%
2,042
+22
406
$227K 0.01%
+2,676
407
$225K 0.01%
7,980
408
$224K 0.01%
+2,150
409
$223K 0.01%
+1,105
410
$222K 0.01%
+5,031
411
$218K 0.01%
+1,285
412
$216K 0.01%
+850
413
$212K 0.01%
2,278
+51
414
$211K 0.01%
+397
415
$209K 0.01%
+1,233
416
$207K 0.01%
2,284
-59
417
$206K 0.01%
+2,333
418
$206K 0.01%
+2,236
419
$205K 0.01%
914
+83
420
$204K 0.01%
+1,646
421
$203K 0.01%
+2,274
422
$202K 0.01%
+5,930
423
$201K 0.01%
+732
424
$201K 0.01%
+1,990
425
$197K 0.01%
15,717
+288