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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.12%
18,155
-5,153
77
$1.94M 0.12%
4,381
-632
78
$1.93M 0.12%
35,164
-1,020
79
$1.93M 0.12%
10,848
+2,115
80
$1.87M 0.12%
8,862
-1,011
81
$1.86M 0.11%
4,852
+194
82
$1.85M 0.11%
12,963
+1,788
83
$1.8M 0.11%
12,032
-410
84
$1.79M 0.11%
9,353
-1,231
85
$1.76M 0.11%
8,250
-3,708
86
$1.73M 0.11%
21,937
-10,776
87
$1.72M 0.11%
21,067
-1,798
88
$1.71M 0.11%
20,592
-1,992
89
$1.71M 0.11%
11,489
-910
90
$1.71M 0.1%
18,602
-3,712
91
$1.67M 0.1%
57,312
+5,019
92
$1.61M 0.1%
59,588
+9,268
93
$1.59M 0.1%
57,403
-333
94
$1.59M 0.1%
9,637
-794
95
$1.57M 0.1%
117,078
+10,780
96
$1.56M 0.1%
19,928
-397
97
$1.54M 0.09%
168,381
+7,125
98
$1.53M 0.09%
44,071
-937
99
$1.51M 0.09%
11,584
+1,429
100
$1.5M 0.09%
10,486
-2,438
2 3
4
5 6