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
476
$254K 0.01%
10,405
-6
477
$253K 0.01%
5,038
+224
478
$252K 0.01%
892
479
$246K 0.01%
26,214
+3,636
480
$244K 0.01%
9,424
-2,848
481
$242K 0.01%
11,571
+88
482
$240K 0.01%
7,945
-76
483
$238K 0.01%
3,088
-3,295
484
$238K 0.01%
5,859
-32
485
$237K 0.01%
497
-1
486
$236K 0.01%
+1,567
487
$235K 0.01%
+2,298
488
$235K 0.01%
+2,911
489
$235K 0.01%
2,616
-48
490
$235K 0.01%
2,353
-1,029
491
$233K 0.01%
+2,431
492
$233K 0.01%
+7,417
493
$229K 0.01%
+258
494
$229K 0.01%
+1,924
495
$228K 0.01%
547
+26
496
$226K 0.01%
+2,728
497
$224K 0.01%
+670
498
$223K 0.01%
+2,151
499
$223K 0.01%
1,682
-25
500
$222K 0.01%
3,596
+16
18 19
20
21 22