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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.36M 0.3%
12,467
-3,192
27
$5.84M 0.27%
70,756
-9,490
28
$5.72M 0.27%
41,945
+839
29
$5.47M 0.26%
18,260
-1,199
30
$5.28M 0.25%
24,859
+4,066
31
$5.25M 0.25%
105,738
+1,095
32
$4.93M 0.23%
67,477
+34,773
33
$4.86M 0.23%
36,106
+1,705
34
$4.64M 0.22%
12,906
-4,497
35
$4.56M 0.21%
12,175
+417
36
$4.55M 0.21%
72,220
-11,470
37
$4.54M 0.21%
29,700
+4,096
38
$4.52M 0.21%
44,622
+2,394
39
$4.48M 0.21%
123,430
-4,043
40
$4.41M 0.21%
27,984
+11,340
41
$4.38M 0.21%
59,566
+76
42
$4.27M 0.2%
103,673
-559
43
$4.26M 0.2%
38,129
-55
44
$4.24M 0.2%
9,348
-53
45
$4.16M 0.19%
32,005
+1,590
46
$4.16M 0.19%
15,210
-731
47
$4M 0.19%
6,777
+799
48
$3.9M 0.18%
41,463
-326
49
$3.89M 0.18%
38,389
+1,104
50
$3.83M 0.18%
61,751
-18,176
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