FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.67M
3
+$853K
4
RF icon
Regions Financial
RF
+$798K
5
BA icon
Boeing
BA
+$765K

Top Sells

1
+$1.5M
2
+$1.08M
3
+$1.05M
4
PG icon
Procter & Gamble
PG
+$956K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$884K

Sector Composition

1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3M 0.2%
10,196
+1,077
52
$2.95M 0.2%
102,460
-7,320
53
$2.93M 0.2%
22,201
-2,112
54
$2.86M 0.19%
16,719
-721
55
$2.75M 0.19%
88,794
+4,596
56
$2.74M 0.19%
10,364
-275
57
$2.73M 0.18%
54,518
-921
58
$2.64M 0.18%
26,556
+3,074
59
$2.62M 0.18%
14,196
+345
60
$2.54M 0.17%
26,063
+249
61
$2.52M 0.17%
55,476
-390
62
$2.51M 0.17%
19,227
-5,141
63
$2.45M 0.17%
16,125
-2,674
64
$2.42M 0.16%
35,774
-2,591
65
$2.38M 0.16%
14,220
+2,360
66
$2.37M 0.16%
25,637
-1,744
67
$2.35M 0.16%
8,337
+710
68
$2.31M 0.16%
36,444
+4,832
69
$2.29M 0.15%
62,430
+8,990
70
$2.28M 0.15%
41,886
+5,097
71
$2.22M 0.15%
16,724
+1,507
72
$2.21M 0.15%
17,470
-2,092
73
$2.18M 0.15%
6,276
-804
74
$2.17M 0.15%
26,546
-235
75
$2.17M 0.15%
48,361
+2,083
1 2
3
4 5