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
$1.86B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$659K
3
+$475K
4
KMB icon
Kimberly-Clark
KMB
+$471K
5
MA icon
Mastercard
MA
+$463K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$893K
5
KO icon
Coca-Cola
KO
+$793K

Sector Composition

1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.15M 0.12%
170,436
+2,055
77
$2.14M 0.12%
60,778
+3,375
78
$2.12M 0.11%
4,543
+162
79
$2.08M 0.11%
35,629
+465
80
$2.07M 0.11%
14,174
-759
81
$2.06M 0.11%
11,842
+353
82
$2.06M 0.11%
12,221
-11,008
83
$2.06M 0.11%
46,302
+2,231
84
$2.03M 0.11%
8,556
+306
85
$2.03M 0.11%
21,067
86
$2.02M 0.11%
18,423
+268
87
$2.01M 0.11%
9,468
-169
88
$2.01M 0.11%
37,932
-1,450
89
$2M 0.11%
21,017
+1,089
90
$1.97M 0.11%
60,252
+664
91
$1.97M 0.11%
31,720
-1,784
92
$1.93M 0.1%
8,499
-363
93
$1.92M 0.1%
9,869
+134
94
$1.89M 0.1%
8,154
-434
95
$1.89M 0.1%
11,500
+1,206
96
$1.89M 0.1%
6,572
+451
97
$1.88M 0.1%
27,585
+4,278
98
$1.85M 0.1%
11,847
+210
99
$1.84M 0.1%
20,868
+276
100
$1.84M 0.1%
9,350
-3
2 3
4
5 6