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
426
$325K 0.01%
4,043
-74
427
$325K 0.01%
2,650
-921
428
$324K 0.01%
1,683
+218
429
$324K 0.01%
1,199
+64
430
$322K 0.01%
1,440
-7
431
$321K 0.01%
225
-14
432
$314K 0.01%
1,046
-136
433
$310K 0.01%
6,587
+54
434
$310K 0.01%
720
+173
435
$309K 0.01%
3,382
+858
436
$309K 0.01%
8,610
-17,345
437
$308K 0.01%
10,141
+825
438
$308K 0.01%
5,603
+30
439
$305K 0.01%
2,150
440
$305K 0.01%
6,460
-610
441
$304K 0.01%
1,229
+157
442
$304K 0.01%
+3,051
443
$303K 0.01%
15,417
444
$299K 0.01%
+12,023
445
$299K 0.01%
1,560
-34
446
$297K 0.01%
4,592
+201
447
$295K 0.01%
1,227
+11
448
$293K 0.01%
1,011
-38
449
$293K 0.01%
+2,214
450
$291K 0.01%
1,074
-91
16 17
18
19 20