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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$797K
2 +$790K
3 +$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1 +$2.18M
2 +$1.8M
3 +$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.08M 0.28%
51,254
-2,229
27
$4.05M 0.28%
57,222
+42
28
$4M 0.28%
21,410
-534
29
$3.9M 0.27%
138,198
+8,639
30
$3.83M 0.27%
19,644
-1,359
31
$3.75M 0.26%
67,220
-3,200
32
$3.67M 0.25%
39,650
-7,615
33
$3.62M 0.25%
44,891
+6,269
34
$3.58M 0.25%
26,831
-287
35
$3.42M 0.24%
18,626
-192
36
$3.39M 0.23%
20,599
-838
37
$3.3M 0.23%
557,560
+36,880
38
$3.29M 0.23%
9,819
-530
39
$3.27M 0.23%
41,300
+3,491
40
$3.17M 0.22%
47,316
+286
41
$3.09M 0.21%
53,316
-30,071
42
$3M 0.21%
105,222
+3,471
43
$2.92M 0.2%
84,925
+23,143
44
$2.92M 0.2%
67,861
+2,483
45
$2.75M 0.19%
32,876
-1,916
46
$2.73M 0.19%
34,709
+738
47
$2.71M 0.19%
19,648
-974
48
$2.71M 0.19%
53,806
-1,649
49
$2.68M 0.19%
1,324
-128
50
$2.65M 0.18%
38,847
-1,741