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
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$372K 0.01%
+2,706
402
$371K 0.01%
798
-120
403
$367K 0.01%
11,044
+593
404
$367K 0.01%
+5,384
405
$364K 0.01%
+18,818
406
$362K 0.01%
620
-2
407
$358K 0.01%
3,476
+395
408
$358K 0.01%
1,896
-17
409
$357K 0.01%
2,325
-1,603
410
$355K 0.01%
3,321
+221
411
$353K 0.01%
1,972
-557
412
$353K 0.01%
4,033
-90
413
$350K 0.01%
1,855
+143
414
$349K 0.01%
3,531
-329
415
$341K 0.01%
1,988
-15
416
$338K 0.01%
5,005
+147
417
$338K 0.01%
2,234
418
$334K 0.01%
1,187
+34
419
$332K 0.01%
8,202
+443
420
$332K 0.01%
9,536
+443
421
$330K 0.01%
1,271
-127
422
$330K 0.01%
1,463
423
$330K 0.01%
2,058
+117
424
$328K 0.01%
1,831
+215
425
$327K 0.01%
4,628
+133
15 16
17
18 19