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
451
$285K 0.01%
+5,444
452
$285K 0.01%
4,741
-32
453
$284K 0.01%
1,081
-194
454
$282K 0.01%
2,180
+168
455
$281K 0.01%
+2,839
456
$277K 0.01%
1,895
+172
457
$275K 0.01%
1,064
+14
458
$275K 0.01%
5,215
+1,153
459
$270K 0.01%
3,078
-1,007
460
$267K 0.01%
2,633
-894
461
$265K 0.01%
7,294
-6
462
$265K 0.01%
3,341
-96
463
$263K 0.01%
3,131
-174
464
$262K 0.01%
+2,123
465
$262K 0.01%
+9,325
466
$262K 0.01%
4,060
467
$261K 0.01%
3,281
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468
$261K 0.01%
19,201
+809
469
$260K 0.01%
7,087
-1,642
470
$259K 0.01%
6,419
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471
$257K 0.01%
1,039
+162
472
$257K 0.01%
16,723
-3,160
473
$256K 0.01%
1,624
+18
474
$255K 0.01%
6,183
+390
475
$253K 0.01%
11,252
-65
17 18
19
20 21