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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.56M
3
+$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1
+$1.79M
2
+$1.64M
3
+$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.26%
181,904
-8,960
52
$2.15M 0.25%
52,635
-43,844
53
$2.13M 0.24%
23,860
-474
54
$2.13M 0.24%
41,043
-1,603
55
$2.13M 0.24%
57,544
-1,854
56
$2.12M 0.24%
26,554
+465
57
$2.11M 0.24%
42,392
+1,845
58
$2.03M 0.23%
19,219
-444
59
$1.95M 0.22%
27,831
+1,514
60
$1.95M 0.22%
11,964
-94
61
$1.95M 0.22%
36,046
+254
62
$1.92M 0.22%
27,454
-1,448
63
$1.9M 0.22%
53,799
-366
64
$1.85M 0.21%
26,006
-783
65
$1.83M 0.21%
36,189
+2,861
66
$1.81M 0.21%
12,184
+1,046
67
$1.8M 0.21%
48,983
-44,589
68
$1.65M 0.19%
19,715
-982
69
$1.62M 0.19%
24,678
+1,029
70
$1.59M 0.18%
9,707
+278
71
$1.57M 0.18%
+10,286
72
$1.54M 0.18%
34,430
-1,491
73
$1.53M 0.18%
37,633
+9,054
74
$1.49M 0.17%
13,125
+2,857
75
$1.47M 0.17%
28,267
-1,783
1 2
3
4 5