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
501
$217K 0.01%
2,310
-1,227
502
$215K 0.01%
+4,480
503
$215K 0.01%
+1,200
504
$215K 0.01%
2,986
-1,667
505
$215K 0.01%
+3,109
506
$212K 0.01%
+1,952
507
$211K 0.01%
+1,463
508
$210K 0.01%
1,644
-114
509
$209K 0.01%
+2,675
510
$208K 0.01%
+3,149
511
$206K 0.01%
24,316
+9,271
512
$206K 0.01%
+724
513
$206K 0.01%
+310
514
$206K 0.01%
14,528
-1,459
515
$205K 0.01%
9,331
-166
516
$205K 0.01%
1,608
-418
517
$204K 0.01%
+2,221
518
$204K 0.01%
+78
519
$203K 0.01%
3,891
-2,383
520
$201K 0.01%
+4,190
521
$79.9K ﹤0.01%
10,924
+23
522
$66.2K ﹤0.01%
+20,000
523
$36.5K ﹤0.01%
+14,093
524
$34.5K ﹤0.01%
1,634
-101
525
– –
-2,066
19 20
21
22 23