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
$2.14B
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
401
$203K 0.01%
1,652
-154
402
$202K 0.01%
1,849
-470
403
$202K 0.01%
4,103
-387
404
$201K 0.01%
1,088
-156
405
$131K 0.01%
10,779
406
$103K ﹤0.01%
+19,911
407
$99K ﹤0.01%
10,523
-365
408
$34K ﹤0.01%
+13,475
409
$29K ﹤0.01%
+2,478
410
– –
-9,267
411
– –
-2,333
412
– –
-2,568
413
– –
-8,594
414
– –
-434
415
– –
-2,596
416
– –
-2,805
417
– –
-732
418
– –
-13,340
419
– –
-8,545
420
– –
-1,646
421
– –
-2,405
422
– –
-2,374
423
– –
-2,236
424
– –
-2,284
425
– –
-2,278
14 15 16
17
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