FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1 +$29.5M
2 +$2.95M
3 +$2.54M
4
BTI icon
British American Tobacco
BTI
+$2.21M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

1 +$6.02M
2 +$1.89M
3 +$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.78M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M

Sector Composition

1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.29M 0.34%
29,254
+574
27
$9.23M 0.34%
103,230
+271
28
$9.03M 0.33%
130,108
-6,720
29
$8.12M 0.3%
82,237
+552
30
$8.02M 0.3%
27,221
-1,729
31
$7.72M 0.29%
7,803
-7
32
$7.59M 0.28%
82,516
+385
33
$7.15M 0.26%
49,907
-511
34
$7.1M 0.26%
65,848
+8,686
35
$6.89M 0.25%
159,306
-8,100
36
$6.87M 0.25%
9,117
+67
37
$6.74M 0.25%
44,094
-1,172
38
$6.7M 0.25%
28,050
-300
39
$5.99M 0.22%
126,640
-10,504
40
$5.78M 0.21%
46,635
-884
41
$5.56M 0.21%
110,693
+18,318
42
$5.55M 0.21%
14,353
-1,181
43
$5.35M 0.2%
75,552
-13,337
44
$5.21M 0.19%
53,270
-2,659
45
$5.18M 0.19%
28,303
-1,110
46
$5.18M 0.19%
65,384
-3,618
47
$5.08M 0.19%
27,900
-10,194
48
$5.05M 0.19%
40,906
-412
49
$5.02M 0.19%
17,992
+381
50
$4.82M 0.18%
57,788
+7,283