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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.46M 0.32%
96,672
+3,379
27
$4.44M 0.31%
29,873
28
$4.43M 0.31%
41,228
-2,142
29
$4.29M 0.3%
21,784
+8
30
$4.26M 0.3%
133,591
+8,316
31
$4.23M 0.3%
21,331
+932
32
$3.98M 0.28%
27,114
+4,508
33
$3.92M 0.28%
81,568
+173
34
$3.86M 0.27%
100,854
+8,550
35
$3.63M 0.26%
57,984
-613
36
$3.53M 0.25%
49,219
-938
37
$3.51M 0.25%
67,140
+620
38
$3.49M 0.25%
19,356
-650
39
$3.41M 0.24%
42,074
+8,271
40
$3.38M 0.24%
114,566
+3,474
41
$3.28M 0.23%
38,989
-2,234
42
$3.06M 0.22%
43,451
+2,078
43
$3.04M 0.22%
25,376
+420
44
$2.89M 0.2%
19,682
-246
45
$2.89M 0.2%
93,227
+2,717
46
$2.83M 0.2%
25,525
+2,006
47
$2.76M 0.2%
79,666
+36,750
48
$2.73M 0.19%
26,128
+601
49
$2.68M 0.19%
9,087
+1,092
50
$2.67M 0.19%
36,214
+14,954
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