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
$1.86B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$659K
3
+$475K
4
KMB icon
Kimberly-Clark
KMB
+$471K
5
MA icon
Mastercard
MA
+$463K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$893K
5
KO icon
Coca-Cola
KO
+$793K

Sector Composition

1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.31M 0.18%
22,243
+34
52
$3.28M 0.18%
53,418
+4,752
53
$3.19M 0.17%
54,765
+11,303
54
$3.16M 0.17%
14,783
+858
55
$3.13M 0.17%
75,921
-11,271
56
$3.12M 0.17%
17,669
+179
57
$3.09M 0.17%
101,973
-4,262
58
$3.07M 0.17%
33,575
+2,359
59
$3.07M 0.17%
13,053
+90
60
$2.9M 0.16%
17,506
+933
61
$2.81M 0.15%
114,238
+3,350
62
$2.81M 0.15%
65,714
+278
63
$2.6M 0.14%
50,224
-2,012
64
$2.55M 0.14%
11,639
+495
65
$2.54M 0.14%
21,313
+98
66
$2.52M 0.14%
12,874
+842
67
$2.51M 0.14%
15,623
+323
68
$2.48M 0.13%
66,267
-7,696
69
$2.47M 0.13%
11,477
+629
70
$2.47M 0.13%
18,962
+360
71
$2.35M 0.13%
55,012
-1,648
72
$2.28M 0.12%
37,841
+4,834
73
$2.23M 0.12%
19,029
-110
74
$2.2M 0.12%
10,551
-265
75
$2.16M 0.12%
130,856
+13,778
1 2
3
4 5