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
526
$181K 0.01%
10,990
527
$165K 0.01%
31,064
+285
528
$109K ﹤0.01%
15,654
-10,560
529
$108K ﹤0.01%
11,622
+153
530
$102K ﹤0.01%
+12,657
531
$94.5K ﹤0.01%
10,127
-8,167
532
$60.1K ﹤0.01%
1,992
-46
533
$57.1K ﹤0.01%
12,674
-138
534
$44.2K ﹤0.01%
+12,486
535
– –
-19,460
536
– –
-720
537
– –
-2,353
538
– –
-5,384
539
– –
-5,859
540
– –
-708
541
– –
-9,576
542
– –
-1,024
543
– –
-1,726
544
– –
-7,283
545
– –
-1,817
546
– –
-1,852
547
– –
-1,482
548
– –
-2,616
549
– –
-241
550
– –
-9,424
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