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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.03M 0.14%
59,044
+728
77
$1.97M 0.14%
41,713
+2,581
78
$1.92M 0.14%
74,800
-420
79
$1.85M 0.13%
25,136
+276
80
$1.84M 0.13%
12,606
-78
81
$1.83M 0.13%
15,336
+3,260
82
$1.77M 0.13%
36,798
-11,913
83
$1.74M 0.12%
12,072
+168
84
$1.73M 0.12%
27,084
-1,010
85
$1.73M 0.12%
35,432
+26,880
86
$1.71M 0.12%
22,935
+518
87
$1.68M 0.12%
35,577
+1,500
88
$1.68M 0.12%
44,721
-180
89
$1.66M 0.12%
32,122
+8,071
90
$1.62M 0.11%
15,864
+655
91
$1.6M 0.11%
14,815
-810
92
$1.55M 0.11%
19,154
93
$1.54M 0.11%
7,005
+448
94
$1.5M 0.11%
47,460
-4,044
95
$1.48M 0.1%
16,611
+1,000
96
$1.47M 0.1%
7,010
+4,050
97
$1.45M 0.1%
24,185
+2,332
98
$1.44M 0.1%
6,164
-30
99
$1.43M 0.1%
5,717
-300
100
$1.42M 0.1%
6,319
+280
2 3
4
5 6