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
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.59M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
AET
Aetna Inc
AET
+$1.26M

Top Sells

1
+$2.34M
2
+$1.69M
3
+$1.27M
4
FAST icon
Fastenal
FAST
+$1.06M
5
KO icon
Coca-Cola
KO
+$1.03M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.25%
87,360
-25,576
52
$2.38M 0.25%
43,722
-227
53
$2.32M 0.24%
55,576
+3,691
54
$2.25M 0.24%
36,106
-37,640
55
$2.23M 0.23%
27,067
+20,992
56
$2.21M 0.23%
34,379
-1,192
57
$2.19M 0.23%
54,356
-306
58
$2.18M 0.23%
21,549
-2,664
59
$2.17M 0.23%
42,416
+23,124
60
$2.13M 0.22%
42,529
+8,788
61
$2.08M 0.22%
44,916
-13,947
62
$2.07M 0.22%
33,165
-9,313
63
$1.91M 0.2%
17,959
+11,869
64
$1.9M 0.2%
17,747
+893
65
$1.85M 0.2%
23,907
+823
66
$1.84M 0.19%
26,036
+1,141
67
$1.78M 0.19%
21,410
+1,060
68
$1.72M 0.18%
39,901
-7,945
69
$1.72M 0.18%
52,570
+2,283
70
$1.71M 0.18%
21,948
-552
71
$1.66M 0.18%
40,125
+795
72
$1.61M 0.17%
27,557
-8,938
73
$1.58M 0.17%
40,129
+2,240
74
$1.57M 0.17%
9,475
+304
75
$1.56M 0.17%
12,314
+698
1 2
3
4 5