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
426
$171K 0.01%
+13,882
427
$145K 0.01%
13,340
+834
428
$125K 0.01%
+10,888
429
$103K ﹤0.01%
21,220
-6,624
430
– –
-11,354
431
– –
-3,667
432
– –
-35,399
433
– –
-22,971
434
– –
-1,701
435
– –
-5,582
436
– –
-133
437
– –
-11,072
438
– –
-5,131
439
– –
-5,758
440
– –
-2,435
441
– –
-56,234
442
– –
-626
443
– –
-1,763
444
– –
-1,507
445
– –
-4,536
446
– –
-4,816
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