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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.56M
3 +$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1 +$1.79M
2 +$1.64M
3 +$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.77M 0.43%
124,434
-326
27
$3.77M 0.43%
42,608
-1,879
28
$3.74M 0.43%
61,660
+2,785
29
$3.63M 0.42%
130,929
-12,246
30
$3.6M 0.41%
43,923
+19,075
31
$3.56M 0.41%
54,346
-1,075
32
$3.53M 0.41%
108,842
-4,770
33
$3.37M 0.39%
47,489
-928
34
$3.3M 0.38%
44,829
-1,754
35
$3.22M 0.37%
25,759
+9,433
36
$3.17M 0.36%
80,540
-961
37
$3.17M 0.36%
61,576
-27,274
38
$3.12M 0.36%
46,415
-1,243
39
$3.09M 0.36%
115,740
-2,594
40
$2.97M 0.34%
52,922
-1,326
41
$2.93M 0.34%
30,051
+421
42
$2.89M 0.33%
36,986
-1,155
43
$2.86M 0.33%
40,185
-2,073
44
$2.86M 0.33%
92,562
-2,217
45
$2.66M 0.31%
60,531
-2,446
46
$2.38M 0.27%
61,777
-50
47
$2.31M 0.27%
103,287
+310
48
$2.28M 0.26%
20,113
-1,513
49
$2.28M 0.26%
34,137
-861
50
$2.25M 0.26%
28,783
-2,155