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
$2.59B
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$3.4M
3
+$2.52M
4
AMAT icon
Applied Materials
AMAT
+$2.5M
5
AVGO icon
Broadcom
AVGO
+$1.98M

Top Sells

1
+$2.53M
2
+$2.36M
3
+$1.83M
4
WMT icon
Walmart
WMT
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.3M

Sector Composition

1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$224K 0.01%
5,791
+753
502
$224K 0.01%
882
+66
503
$223K 0.01%
2,184
+33
504
$219K 0.01%
+1,889
505
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+976
506
$217K 0.01%
+420
507
$216K 0.01%
659
-11
508
$216K 0.01%
+1,400
509
$216K 0.01%
1,373
-56
510
$215K 0.01%
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-57
511
$214K 0.01%
7,818
-792
512
$214K 0.01%
3,416
-180
513
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+8,550
514
$212K 0.01%
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515
$211K 0.01%
+984
516
$211K 0.01%
3,588
-3,420
517
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1,127
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518
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519
$209K 0.01%
9,532
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520
$203K 0.01%
998
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521
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1,924
522
$202K 0.01%
7,427
-518
523
$202K 0.01%
5,509
-300
524
$200K 0.01%
2,682
-1,447
525
$183K 0.01%
17,958
-12,506
19 20
21
22 23