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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.91M 0.3%
23,114
-1
27
$6.88M 0.3%
82,853
+993
28
$6.51M 0.29%
41,106
+972
29
$6.42M 0.28%
124,729
+10,068
30
$6.13M 0.27%
17,403
-1,329
31
$5.73M 0.25%
34,401
+2,570
32
$5.57M 0.24%
83,690
+2,280
33
$5.18M 0.23%
29,837
-5,457
34
$5.05M 0.22%
104,643
+3,216
35
$4.91M 0.22%
64,699
+476
36
$4.91M 0.22%
80,246
+2,712
37
$4.81M 0.21%
20,793
+1,126
38
$4.8M 0.21%
127,473
+9,129
39
$4.73M 0.21%
79,927
+3,859
40
$4.68M 0.21%
59,490
+1,844
41
$4.64M 0.2%
104,232
-657
42
$4.48M 0.2%
9,401
+23
43
$4.42M 0.19%
7,790
+25
44
$4.37M 0.19%
17,901
+68
45
$4.36M 0.19%
42,228
+5,167
46
$4.29M 0.19%
7,569
-173
47
$4.26M 0.19%
16,492
-1,348
48
$4.19M 0.18%
25,604
-34
49
$4.08M 0.18%
27,116
+1,822
50
$4.07M 0.18%
30,415
-3,691
1
2
3 4 5