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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.66M 0.18%
20,872
-1,371
52
$3.64M 0.18%
26,853
+20
53
$3.45M 0.17%
10,468
+2,314
54
$3.34M 0.17%
13,126
-1,657
55
$3.34M 0.17%
16,868
-801
56
$3.3M 0.17%
53,151
-267
57
$3.26M 0.16%
22,950
+1,637
58
$3.13M 0.16%
48,385
-6,380
59
$3.12M 0.16%
63,724
-1,990
60
$3.08M 0.16%
13,957
+1,083
61
$3.04M 0.15%
13,795
+3,244
62
$2.98M 0.15%
15,685
+62
63
$2.91M 0.15%
8,246
-1,148
64
$2.87M 0.14%
53,854
+3,630
65
$2.84M 0.14%
18,021
+515
66
$2.8M 0.14%
13,198
-2,000
67
$2.65M 0.13%
62,708
+1,930
68
$2.62M 0.13%
11,509
-130
69
$2.59M 0.13%
18,777
-185
70
$2.54M 0.13%
15,748
+1,574
71
$2.5M 0.13%
68,740
+13,327
72
$2.46M 0.12%
63,617
-2,650
73
$2.41M 0.12%
53,296
-1,716
74
$2.39M 0.12%
20,917
-150
75
$2.39M 0.12%
129,428
-1,428
1 2
3
4 5