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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1 +$797K
2 +$790K
3 +$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1 +$2.18M
2 +$1.8M
3 +$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.93M 0.13%
23,225
-1,815
77
$1.92M 0.13%
14,400
+728
78
$1.89M 0.13%
53,906
-18,193
79
$1.88M 0.13%
34,807
-197
80
$1.87M 0.13%
19,334
-428
81
$1.83M 0.13%
6,337
-89
82
$1.82M 0.13%
8,255
-30
83
$1.8M 0.12%
74,040
-2,770
84
$1.79M 0.12%
26,751
+1,179
85
$1.77M 0.12%
12,974
-1,207
86
$1.77M 0.12%
40,628
+3,552
87
$1.76M 0.12%
39,836
-587
88
$1.76M 0.12%
43,921
-2,819
89
$1.74M 0.12%
39,425
-1,908
90
$1.72M 0.12%
20,036
+175
91
$1.66M 0.11%
15,621
-344
92
$1.66M 0.11%
28,544
-1,668
93
$1.61M 0.11%
12,694
-117
94
$1.61M 0.11%
12,918
+146
95
$1.55M 0.11%
11,621
-580
96
$1.52M 0.11%
10,319
-65
97
$1.52M 0.11%
10,795
-977
98
$1.5M 0.1%
16,481
+1,787
99
$1.5M 0.1%
26,662
+1,140
100
$1.48M 0.1%
45,007
-5,692