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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.01M 0.19%
29,233
+2,044
52
$2.99M 0.18%
87,192
-16,870
53
$2.76M 0.17%
31,216
-9,781
54
$2.75M 0.17%
17,490
-43
55
$2.75M 0.17%
43,462
+20,825
56
$2.74M 0.17%
16,573
+1,769
57
$2.67M 0.16%
73,963
+33,865
58
$2.64M 0.16%
48,666
+2,357
59
$2.56M 0.16%
106,235
-10,867
60
$2.54M 0.16%
15,300
-2,014
61
$2.44M 0.15%
65,436
+926
62
$2.44M 0.15%
22,209
+1
63
$2.35M 0.14%
56,660
+3,876
64
$2.3M 0.14%
52,236
-4,367
65
$2.3M 0.14%
13,925
-234
66
$2.14M 0.13%
21,215
-3,252
67
$2.13M 0.13%
10,816
+329
68
$2.11M 0.13%
11,144
-405
69
$2.11M 0.13%
110,888
+1,250
70
$2.04M 0.13%
39,382
+3,648
71
$2.04M 0.13%
33,007
+3,109
72
$2.02M 0.12%
33,504
+8,158
73
$2M 0.12%
14,933
+906
74
$1.99M 0.12%
42,283
-3,167
75
$1.99M 0.12%
19,139
-341
1 2
3
4 5