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
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450
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