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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.02M 0.18%
15,941
+39
52
$4M 0.18%
38,184
-1,059
53
$3.99M 0.18%
5,978
+208
54
$3.97M 0.17%
41,789
-2,362
55
$3.94M 0.17%
65,597
+1,502
56
$3.9M 0.17%
17,356
+3,004
57
$3.87M 0.17%
37,285
+5,415
58
$3.56M 0.16%
51,892
+830
59
$3.43M 0.15%
18,192
+1,055
60
$3.38M 0.15%
13,315
-314
61
$3.34M 0.15%
20,272
+815
62
$3.34M 0.15%
89,183
+25,983
63
$3.32M 0.15%
75,946
+6,198
64
$3.28M 0.14%
13,083
+857
65
$3.25M 0.14%
44,724
-686
66
$3.12M 0.14%
57,998
+7,018
67
$3.07M 0.13%
12,360
+642
68
$3.06M 0.13%
10,142
+95
69
$3.02M 0.13%
57,876
+15,727
70
$3.01M 0.13%
16,644
+342
71
$2.9M 0.13%
8,717
-394
72
$2.89M 0.13%
10,451
+486
73
$2.87M 0.13%
20,408
+987
74
$2.86M 0.13%
164,391
+8,702
75
$2.86M 0.13%
39,598
-684
1 2
3
4 5