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
$852M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.06M
3
+$1.06M
4
VTR icon
Ventas
VTR
+$881K
5
MTB icon
M&T Bank
MTB
+$670K

Top Sells

1
+$1.16M
2
+$590K
3
+$513K
4
XOM icon
Exxon Mobil
XOM
+$513K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$505K

Sector Composition

1 Healthcare 6.71%
2 Technology 6.53%
3 Energy 5.65%
4 Consumer Staples 5.27%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.33%
58,129
-937
52
$2.72M 0.32%
27,247
-1,122
53
$2.65M 0.31%
42,409
+1,142
54
$2.59M 0.3%
29,920
-17
55
$2.56M 0.3%
34,730
-1,229
56
$2.48M 0.29%
27,791
-385
57
$2.27M 0.27%
25,167
+367
58
$2.15M 0.25%
34,346
+86
59
$2.1M 0.25%
49,735
-2,243
60
$2.09M 0.25%
46,647
+396
61
$2.04M 0.24%
25,655
+244
62
$1.96M 0.23%
31,391
+386
63
$1.77M 0.21%
42,869
+1,045
64
$1.77M 0.21%
25,084
+423
65
$1.76M 0.21%
15,973
-462
66
$1.75M 0.21%
52,870
-1,870
67
$1.72M 0.2%
17,661
-687
68
$1.65M 0.19%
54,524
+1,385
69
$1.63M 0.19%
21,584
+638
70
$1.63M 0.19%
19,087
-347
71
$1.6M 0.19%
29,908
-988
72
$1.6M 0.19%
14,119
+1,191
73
$1.6M 0.19%
34,523
-25,136
74
$1.58M 0.19%
12,369
-82
75
$1.52M 0.18%
35,208
-685
1 2
3
4 5