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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.34M 0.12%
148,796
-21,640
77
$2.34M 0.12%
138,667
+13,372
78
$2.33M 0.12%
11,559
+82
79
$2.31M 0.12%
41,378
+3,537
80
$2.3M 0.12%
11,790
-52
81
$2.29M 0.12%
13,296
+6,415
82
$2.29M 0.12%
8,523
-33
83
$2.25M 0.11%
19,053
+24
84
$2.21M 0.11%
9,528
-341
85
$2.2M 0.11%
36,477
+848
86
$2.11M 0.11%
11,184
-316
87
$2.1M 0.11%
12,364
+143
88
$2.1M 0.11%
17,494
-929
89
$2.08M 0.11%
27,711
+126
90
$2.08M 0.1%
37,806
+3,092
91
$2.04M 0.1%
35,034
+12,739
92
$2.04M 0.1%
38,516
+3,802
93
$2.04M 0.1%
16,017
+2,180
94
$2.02M 0.1%
6,545
-27
95
$2.01M 0.1%
4,411
-132
96
$2M 0.1%
60,762
+510
97
$2M 0.1%
37,577
-355
98
$1.98M 0.1%
5,366
+374
99
$1.94M 0.1%
7,503
-996
100
$1.93M 0.1%
8,878
-590
2 3
4
5 6