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
$1.13B
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$1.86M
3 +$1.65M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.55M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Top Sells

1 +$2.82M
2 +$861K
3 +$762K
4
UL icon
Unilever
UL
+$633K
5
AMSG
Amsurg Corp
AMSG
+$565K

Sector Composition

1 Financials 6.72%
2 Healthcare 5.19%
3 Technology 5.01%
4 Consumer Staples 4.54%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.73M 0.33%
86,205
-1,639
27
$3.72M 0.33%
29,911
+12,486
28
$3.61M 0.32%
91,180
-2,500
29
$3.55M 0.31%
104,314
-711
30
$3.53M 0.31%
21,639
+2,238
31
$3.5M 0.31%
45,076
+590
32
$3.4M 0.3%
59,548
-526
33
$3.37M 0.3%
66,211
-3,232
34
$3.32M 0.29%
22,216
+328
35
$3.28M 0.29%
66,628
-654
36
$3.23M 0.29%
88,944
-1,811
37
$3.16M 0.28%
25,448
-1,219
38
$3.15M 0.28%
128,946
-1,148
39
$3.15M 0.28%
45,761
-3,359
40
$3.02M 0.27%
22,500
-1,229
41
$3.01M 0.27%
18,978
-1,996
42
$2.98M 0.26%
86,292
-3,914
43
$2.93M 0.26%
91,616
-2,098
44
$2.88M 0.25%
40,176
-525
45
$2.86M 0.25%
59,470
-11,269
46
$2.86M 0.25%
74,100
-3,160
47
$2.79M 0.25%
45,142
+273
48
$2.78M 0.25%
26,525
+4,295
49
$2.77M 0.24%
23,897
-1,195
50
$2.75M 0.24%
24,776
-1,973