FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.2%
26,946
-3,319
52
$3.37M 0.2%
38,599
-17,305
53
$3.31M 0.2%
59,100
+2,547
54
$3.3M 0.2%
14,386
+642
55
$3.3M 0.2%
53,200
-3,558
56
$3.28M 0.2%
48,296
+611
57
$3.19M 0.19%
29,985
+609
58
$3.16M 0.19%
89,025
+529
59
$3.13M 0.19%
16,082
+779
60
$3.12M 0.19%
125,179
+5,184
61
$3.11M 0.19%
99,176
+8,146
62
$3.01M 0.18%
36,260
+547
63
$2.97M 0.18%
63,015
-4,389
64
$2.95M 0.18%
185,589
+19,010
65
$2.89M 0.17%
65,140
-640
66
$2.84M 0.17%
84,890
+1,138
67
$2.79M 0.17%
17,111
-1
68
$2.79M 0.17%
75,058
+289
69
$2.75M 0.16%
116,680
+8,350
70
$2.73M 0.16%
39,516
+4,400
71
$2.72M 0.16%
10,806
+486
72
$2.7M 0.16%
5,714
+98
73
$2.66M 0.16%
17,965
-115
74
$2.62M 0.16%
16,213
+2,395
75
$2.6M 0.16%
55,932
-858
1 2
3
4 5