FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.12M 0.31%
15,681
+140
27
$8.06M 0.31%
9,954
-268
28
$7.98M 0.3%
177,622
-1,855
29
$7.87M 0.3%
35,587
+2,434
30
$7.55M 0.29%
85,630
+4,808
31
$7.49M 0.29%
32,492
-1,100
32
$7.36M 0.28%
49,969
+1,156
33
$7.15M 0.27%
44,123
+5,562
34
$7.08M 0.27%
7,983
-56
35
$7.07M 0.27%
196,516
+35,043
36
$6.99M 0.27%
41,001
+19,850
37
$6.12M 0.23%
154,212
-5,430
38
$5.95M 0.23%
10,172
-3,511
39
$5.89M 0.23%
73,000
-5,930
40
$5.88M 0.22%
50,044
-390
41
$5.71M 0.22%
21,806
-258
42
$5.59M 0.21%
85,809
-5,635
43
$5.48M 0.21%
76,288
-167
44
$5.44M 0.21%
151,742
-4,260
45
$5.41M 0.21%
34,685
+410
46
$5.39M 0.21%
56,082
+3,233
47
$5.34M 0.2%
45,546
+1,594
48
$5.1M 0.19%
9,160
+215
49
$5.07M 0.19%
15,737
-2,177
50
$4.93M 0.19%
18,188
-1,367
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2
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