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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$1.56M
3 +$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1 +$1.79M
2 +$1.64M
3 +$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.45M 0.17%
21,591
-4,414
77
$1.44M 0.17%
12,576
-516
78
$1.39M 0.16%
22,500
+1,000
79
$1.38M 0.16%
11,407
+2,161
80
$1.38M 0.16%
8,927
+695
81
$1.38M 0.16%
15,121
+613
82
$1.37M 0.16%
23,028
-1,309
83
$1.33M 0.15%
12,268
-89
84
$1.32M 0.15%
32,262
-2,507
85
$1.32M 0.15%
1,109
+51
86
$1.32M 0.15%
20,132
-1,331
87
$1.29M 0.15%
36,564
+12,871
88
$1.28M 0.15%
21,743
+618
89
$1.26M 0.15%
9,520
-443
90
$1.25M 0.14%
+21,564
91
$1.24M 0.14%
51,712
-3,096
92
$1.22M 0.14%
18,429
-2,672
93
$1.2M 0.14%
30,008
+674
94
$1.17M 0.13%
14,102
+743
95
$1.14M 0.13%
54,839
-3,211
96
$1.14M 0.13%
8,689
-466
97
$1.14M 0.13%
21,610
-764
98
$1.13M 0.13%
20,943
-791
99
$1.13M 0.13%
15,348
+1,928
100
$1.11M 0.13%
25,761
+85