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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.01M 0.3%
26,858
-604
27
$5.8M 0.29%
38,133
-6,569
28
$5.5M 0.28%
10,552
+50
29
$5.44M 0.27%
51,878
+1,413
30
$5.02M 0.25%
35,494
-1,284
31
$4.95M 0.25%
19,877
+776
32
$4.72M 0.24%
71,386
+6,224
33
$4.72M 0.24%
18,468
-517
34
$4.52M 0.23%
80,941
+5,020
35
$4.38M 0.22%
34,350
+3,494
36
$4.32M 0.22%
95,331
+417
37
$4.3M 0.22%
19,326
+6,273
38
$4.18M 0.21%
90,180
-15,430
39
$4.15M 0.21%
107,269
+5,296
40
$4.14M 0.21%
31,163
-2,011
41
$4.14M 0.21%
17,046
-1,752
42
$4.1M 0.21%
46,216
-744
43
$4.08M 0.21%
77,436
-571
44
$3.81M 0.19%
9,570
-1,413
45
$3.8M 0.19%
166,313
-34,074
46
$3.79M 0.19%
31,841
+1,665
47
$3.78M 0.19%
39,198
+5,623
48
$3.75M 0.19%
49,403
-3,701
49
$3.68M 0.19%
116,045
+1,807
50
$3.67M 0.19%
7,731
-250
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