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
$2.71B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1 +$29.5M
2 +$2.95M
3 +$2.54M
4
BTI icon
British American Tobacco
BTI
+$2.21M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

1 +$6.02M
2 +$1.89M
3 +$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.78M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M

Sector Composition

1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$363K 0.01%
11,827
402
$361K 0.01%
8,840
+2,984
403
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2,297
+13
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405
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-1,561
406
$352K 0.01%
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-164
407
$348K 0.01%
1,712
-180
408
$347K 0.01%
5,570
+2,043
409
$347K 0.01%
10,260
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410
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1,124
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411
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412
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2,686
-3,686
413
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1,078
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414
$344K 0.01%
1,404
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415
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33,221
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416
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6,155
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418
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4,409
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419
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420
$332K 0.01%
10,517
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421
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1,493
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422
$330K 0.01%
939
-206
423
$329K 0.01%
1,572
-57
424
$329K 0.01%
4,431
-254
425
$329K 0.01%
2,084
+60