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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$972K
3 +$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1 +$1.69M
2 +$1.41M
3 +$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.79M 0.12%
41,859
+2,467
77
$2.78M 0.12%
7,508
+798
78
$2.69M 0.12%
9,215
+439
79
$2.67M 0.12%
52,652
+166
80
$2.67M 0.12%
12,803
+770
81
$2.67M 0.12%
68,304
+2,751
82
$2.66M 0.12%
18,348
+2,056
83
$2.62M 0.11%
44,689
+173
84
$2.61M 0.11%
12,156
-126
85
$2.58M 0.11%
12,884
+423
86
$2.56M 0.11%
20,917
87
$2.55M 0.11%
52,271
+351
88
$2.53M 0.11%
11,380
+710
89
$2.52M 0.11%
6,113
-215
90
$2.49M 0.11%
31,751
+1,085
91
$2.48M 0.11%
8,331
-120
92
$2.41M 0.11%
36,469
-988
93
$2.38M 0.1%
154,036
+8,804
94
$2.36M 0.1%
11,331
-152
95
$2.35M 0.1%
15,787
+84
96
$2.3M 0.1%
8,714
+300
97
$2.3M 0.1%
20,780
+204
98
$2.28M 0.1%
69,415
+1,961
99
$2.27M 0.1%
14,509
+1,051
100
$2.25M 0.1%
6,331
+1,495