FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4M 0.2%
9,351
-553
52
$3.98M 0.2%
36,065
+459
53
$3.97M 0.19%
90,080
-15,400
54
$3.94M 0.19%
7,561
-225
55
$3.93M 0.19%
56,915
+7,191
56
$3.9M 0.19%
135,815
+9,868
57
$3.8M 0.19%
7,057
+1,092
58
$3.76M 0.18%
35,030
-1,723
59
$3.74M 0.18%
16,837
+6,329
60
$3.7M 0.18%
19,966
+3,218
61
$3.68M 0.18%
86,668
+806
62
$3.67M 0.18%
11,045
+795
63
$3.65M 0.18%
62,677
-1,854
64
$3.64M 0.18%
27,572
-705
65
$3.56M 0.17%
211,368
+12,252
66
$3.53M 0.17%
7,352
+2,974
67
$3.53M 0.17%
123,893
+17,336
68
$3.52M 0.17%
17,905
+25
69
$3.5M 0.17%
17,119
+1,312
70
$3.5M 0.17%
19,510
-449
71
$3.42M 0.17%
24,740
+4,608
72
$3.38M 0.17%
37,699
+32,806
73
$3.29M 0.16%
10,798
-1,189
74
$3.21M 0.16%
25,473
-742
75
$3.17M 0.16%
15,263
+215
1 2
3
4 5