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
501
$222K 0.01%
+701
502
$219K 0.01%
30,779
-3,221
503
$217K 0.01%
1,429
-347
504
$216K 0.01%
+1,098
505
$216K 0.01%
1,817
-949
506
$216K 0.01%
+10,573
507
$216K 0.01%
+1,482
508
$215K 0.01%
+1,240
509
$214K 0.01%
526
-2
510
$214K 0.01%
+816
511
$214K 0.01%
+12,000
512
$210K 0.01%
17,324
-574
513
$209K 0.01%
+2,882
514
$209K 0.01%
+2,576
515
$209K 0.01%
+5,809
516
$209K 0.01%
+1,024
517
$207K 0.01%
+1,852
518
$207K 0.01%
+3,016
519
$204K 0.01%
+708
520
$201K 0.01%
241
-2
521
$164K 0.01%
18,294
-96,558
522
$162K 0.01%
10,990
+38
523
$129K ﹤0.01%
11,469
-1,682
524
$81.1K ﹤0.01%
+18,555
525
$77.5K ﹤0.01%
12,812
+105
18 19 20
21
22