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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1 +$2.54M
2 +$1.79M
3 +$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1 +$2.18M
2 +$2.05M
3 +$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.81M 0.18%
90,467
+1,284
52
$3.8M 0.18%
84,942
+27,066
53
$3.76M 0.18%
8,245
+676
54
$3.75M 0.18%
28,186
+1,070
55
$3.72M 0.17%
37,171
-2,427
56
$3.7M 0.17%
51,089
-803
57
$3.56M 0.17%
58,715
-5,984
58
$3.5M 0.16%
75,964
+7,660
59
$3.46M 0.16%
12,067
+1,616
60
$3.44M 0.16%
18,236
+335
61
$3.43M 0.16%
11,216
-1,144
62
$3.41M 0.16%
16,865
+373
63
$3.39M 0.16%
5,892
-1,898
64
$3.34M 0.16%
171,739
+7,348
65
$3.28M 0.15%
13,552
-3,804
66
$3.14M 0.15%
13,633
+550
67
$3.09M 0.14%
52,043
+7,319
68
$3.07M 0.14%
36,101
+4,350
69
$3.06M 0.14%
171,192
+51,782
70
$3.02M 0.14%
80,262
+4,316
71
$3.01M 0.14%
66,366
+769
72
$2.99M 0.14%
9,961
-181
73
$2.98M 0.14%
14,050
+735
74
$2.97M 0.14%
42,384
+525
75
$2.95M 0.14%
17,611
-12,226