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
$852M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.06M
3
+$1.06M
4
VTR icon
Ventas
VTR
+$881K
5
MTB icon
M&T Bank
MTB
+$670K

Top Sells

1
+$1.16M
2
+$590K
3
+$513K
4
XOM icon
Exxon Mobil
XOM
+$513K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$505K

Sector Composition

1 Healthcare 6.71%
2 Technology 6.53%
3 Energy 5.65%
4 Consumer Staples 5.27%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25M 0.5%
53,613
-1,445
27
$4.23M 0.5%
162,796
+14
28
$4.19M 0.49%
126,402
-1,988
29
$4.17M 0.49%
147,796
-11,492
30
$4.13M 0.49%
71,308
-1,101
31
$4.03M 0.47%
64,092
-2,967
32
$3.81M 0.45%
166,002
-2,176
33
$3.73M 0.44%
71,096
+810
34
$3.7M 0.44%
151,874
+2,396
35
$3.62M 0.43%
58,632
-2,820
36
$3.6M 0.42%
53,074
-1,082
37
$3.56M 0.42%
61,654
-4,753
38
$3.54M 0.42%
102,854
+19
39
$3.5M 0.41%
50,848
-411
40
$3.49M 0.41%
52,234
+209
41
$3.48M 0.41%
159,516
-6,223
42
$3.33M 0.39%
264,744
-15,784
43
$3.29M 0.39%
79,940
-1
44
$3.22M 0.38%
62,287
+2,333
45
$3.2M 0.38%
113,055
-278
46
$3.02M 0.35%
39,202
-2,118
47
$2.95M 0.35%
33,410
-329
48
$2.94M 0.35%
125,690
+27,376
49
$2.88M 0.34%
45,982
-412
50
$2.86M 0.34%
78,764
-2,358
1
2
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