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
451
$287K 0.01%
1,042
+24
452
$286K 0.01%
2,557
-2
453
$285K 0.01%
30,464
+19,979
454
$285K 0.01%
7,283
+107
455
$280K 0.01%
4,060
456
$278K 0.01%
16,573
-435
457
$277K 0.01%
29,548
+12,252
458
$276K 0.01%
4,264
-4,201
459
$275K 0.01%
5,857
+393
460
$273K 0.01%
918
-102
461
$273K 0.01%
3,394
-134
462
$271K 0.01%
3,119
+103
463
$268K 0.01%
258
-43
464
$268K 0.01%
1,606
465
$268K 0.01%
3,087
+12
466
$267K 0.01%
4,595
-411
467
$266K 0.01%
4,580
-150
468
$266K 0.01%
1,207
469
$265K 0.01%
1,026
+8
470
$264K 0.01%
+7,018
471
$262K 0.01%
+7,724
472
$261K 0.01%
3,319
-85
473
$260K 0.01%
1,961
-9
474
$257K 0.01%
1,642
-270
475
$254K 0.01%
+4,813
17 18
19
20 21