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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$2.11M
3 +$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1 +$4.56M
2 +$1.44M
3 +$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.83M 0.3%
93,380
+2,147
27
$4.63M 0.28%
18,233
+305
28
$4.59M 0.28%
36,987
-305
29
$4.57M 0.28%
92,469
-3,992
30
$4.38M 0.27%
203,455
-4,690
31
$4.34M 0.27%
45,055
+3,883
32
$4.26M 0.26%
91,266
-2,232
33
$4.15M 0.26%
33,038
+1,069
34
$4.1M 0.25%
19,251
-756
35
$4M 0.25%
20,629
+10,895
36
$3.99M 0.25%
55,371
+1,024
37
$3.87M 0.24%
23,229
-8,640
38
$3.83M 0.24%
27,570
-4,248
39
$3.81M 0.23%
68,422
+781
40
$3.77M 0.23%
15,007
-1,531
41
$3.76M 0.23%
103,110
-9,780
42
$3.73M 0.23%
18,939
-1,303
43
$3.71M 0.23%
7,571
+325
44
$3.58M 0.22%
30,813
+1,272
45
$3.53M 0.22%
47,023
+3,065
46
$3.46M 0.21%
10,288
-30
47
$3.4M 0.21%
53,395
-8,147
48
$3.37M 0.21%
56,435
+45
49
$3.37M 0.21%
22,754
+1,148
50
$3.25M 0.2%
9,142
-145