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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$790K
3
+$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.18%
32,413
+1,834
52
$2.56M 0.18%
13,852
-627
53
$2.54M 0.18%
58,552
+8,412
54
$2.51M 0.17%
103,349
-16,519
55
$2.49M 0.17%
45,295
56
$2.44M 0.17%
22,653
-2,108
57
$2.42M 0.17%
59,867
-18,624
58
$2.35M 0.16%
82,146
-1,102
59
$2.34M 0.16%
11,203
-163
60
$2.33M 0.16%
29,436
-1,038
61
$2.29M 0.16%
23,442
62
$2.29M 0.16%
11,658
-70
63
$2.29M 0.16%
21,031
+932
64
$2.29M 0.16%
45,681
-3,049
65
$2.27M 0.16%
35,260
-124
66
$2.26M 0.16%
9,669
+149
67
$2.23M 0.15%
48,094
+5,617
68
$2.17M 0.15%
9,570
+1,772
69
$2.11M 0.15%
27,334
-799
70
$2.07M 0.14%
37,357
+2,133
71
$2.06M 0.14%
29,572
+1,712
72
$2.04M 0.14%
41,997
-2,412
73
$2.03M 0.14%
33,565
-8,809
74
$2M 0.14%
18,987
+282
75
$1.94M 0.13%
4,951
-312
1 2
3
4 5