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
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.59M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
AET
Aetna Inc
AET
+$1.26M

Top Sells

1
+$2.34M
2
+$1.69M
3
+$1.27M
4
FAST icon
Fastenal
FAST
+$1.06M
5
KO icon
Coca-Cola
KO
+$1.03M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.16%
+53,178
77
$1.46M 0.15%
15,452
+3,315
78
$1.4M 0.15%
4,687
+191
79
$1.39M 0.15%
10,022
+296
80
$1.38M 0.15%
1,185
+46
81
$1.38M 0.15%
52,904
-1,024
82
$1.34M 0.14%
32,054
+120
83
$1.33M 0.14%
24,915
+1,238
84
$1.32M 0.14%
7,952
+167
85
$1.3M 0.14%
14,199
+7,378
86
$1.28M 0.13%
17,905
+799
87
$1.27M 0.13%
9,061
-4,764
88
$1.26M 0.13%
30,064
+647
89
$1.25M 0.13%
+19,284
90
$1.25M 0.13%
22,135
-609
91
$1.24M 0.13%
22,557
-124
92
$1.23M 0.13%
32,983
+1,366
93
$1.21M 0.13%
+8,007
94
$1.21M 0.13%
22,362
-13,441
95
$1.17M 0.12%
16,503
-333
96
$1.17M 0.12%
8,363
-3,493
97
$1.16M 0.12%
10,169
+5,728
98
$1.11M 0.12%
19,692
-8,934
99
$1.1M 0.12%
21,927
+949
100
$1.1M 0.12%
12,874
-209
2 3
4
5 6