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
$2.01B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.02M
3
+$929K
4
KKR icon
KKR & Co
KKR
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$820K

Top Sells

1
+$1.95M
2
+$823K
3
+$804K
4
AAPL icon
Apple
AAPL
+$628K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$566K

Sector Composition

1 Technology 9.79%
2 Financials 5.49%
3 Healthcare 4.93%
4 Consumer Discretionary 3.96%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.83M 0.19%
8,810
-541
52
$3.79M 0.19%
7,488
-73
53
$3.78M 0.19%
7,806
+454
54
$3.75M 0.19%
89,276
+2,608
55
$3.72M 0.19%
122,432
-63,961
56
$3.71M 0.18%
53,083
-3,832
57
$3.7M 0.18%
33,474
+5,902
58
$3.64M 0.18%
96,430
+6,350
59
$3.6M 0.18%
140,193
+2,661
60
$3.59M 0.18%
25,066
-1,043
61
$3.46M 0.17%
16,977
-142
62
$3.41M 0.17%
20,114
+148
63
$3.39M 0.17%
43,428
+5,729
64
$3.38M 0.17%
27,973
+3,233
65
$3.38M 0.17%
51,366
-451
66
$3.31M 0.16%
10,036
-1,009
67
$3.26M 0.16%
3,958
+95
68
$3.2M 0.16%
33,501
-2,564
69
$3.19M 0.16%
25,951
+478
70
$3.19M 0.16%
28,203
-4,053
71
$3.17M 0.16%
64,097
+1,420
72
$3.15M 0.16%
20,194
+684
73
$3.1M 0.15%
192,675
-18,693
74
$3M 0.15%
16,029
-1,876
75
$2.97M 0.15%
30,155
+647
1 2
3
4 5