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
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.89M 0.19%
60,894
+3,213
52
$4.87M 0.19%
7,873
-241
53
$4.86M 0.19%
40,053
-9,425
54
$4.79M 0.18%
25,911
-500
55
$4.72M 0.18%
27,264
-672
56
$4.43M 0.17%
23,246
+587
57
$4.4M 0.17%
21,352
+144
58
$4.2M 0.16%
16,286
-411
59
$4.17M 0.16%
11,787
+234
60
$4.17M 0.16%
25,385
+116
61
$4.1M 0.16%
13,761
-1,094
62
$3.99M 0.15%
22,185
-1,690
63
$3.96M 0.15%
37,637
-1,886
64
$3.96M 0.15%
8,430
-602
65
$3.91M 0.15%
22,983
+3,992
66
$3.81M 0.15%
15,477
-1,969
67
$3.76M 0.14%
32,624
-12,002
68
$3.69M 0.14%
13,023
+595
69
$3.63M 0.14%
125,282
+9,188
70
$3.59M 0.14%
17,374
+908
71
$3.58M 0.14%
15,273
-215
72
$3.54M 0.14%
3,372
-550
73
$3.49M 0.13%
16,704
-680
74
$3.49M 0.13%
9,133
+4,072
75
$3.47M 0.13%
7,016
-568
1 2
3
4 5