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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.66M 0.19%
50,460
-4,006
52
$2.61M 0.18%
32,549
-1,233
53
$2.61M 0.18%
65,130
+669
54
$2.6M 0.18%
1,494
+355
55
$2.55M 0.18%
57,450
-2,765
56
$2.54M 0.18%
66,030
-877
57
$2.53M 0.18%
42,612
+1,895
58
$2.52M 0.18%
13,566
+290
59
$2.44M 0.17%
14,050
+3,597
60
$2.4M 0.17%
43,480
+12,386
61
$2.4M 0.17%
13,598
+4,753
62
$2.39M 0.17%
19,780
-3,990
63
$2.36M 0.17%
32,490
+1,077
64
$2.33M 0.16%
54,237
-27,963
65
$2.27M 0.16%
27,186
-1,676
66
$2.27M 0.16%
22,991
67
$2.26M 0.16%
30,310
+600
68
$2.23M 0.16%
31,416
+7,583
69
$2.21M 0.16%
9,867
-16
70
$2.18M 0.15%
35,905
-678
71
$2.1M 0.15%
12,240
+932
72
$2.09M 0.15%
8,210
-324
73
$2.08M 0.15%
21,870
+57
74
$2.07M 0.15%
34,216
+1,149
75
$2.07M 0.15%
62,871
+1,341
1 2
3
4 5