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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.92M 0.14%
15,025
+3,694
77
$2.92M 0.14%
52,659
+7
78
$2.84M 0.13%
15,391
+2,588
79
$2.8M 0.13%
27,188
-1,400
80
$2.74M 0.13%
21,379
+462
81
$2.73M 0.13%
22,843
+2,571
82
$2.66M 0.12%
14,579
+70
83
$2.6M 0.12%
37,078
+609
84
$2.55M 0.12%
44,971
+282
85
$2.54M 0.12%
76,165
+13,910
86
$2.54M 0.12%
11,826
-330
87
$2.53M 0.12%
25,531
+3,164
88
$2.51M 0.12%
7,068
-1,649
89
$2.51M 0.12%
9,644
+429
90
$2.46M 0.11%
24,610
-434
91
$2.45M 0.11%
20,667
+259
92
$2.38M 0.11%
12,883
-1
93
$2.37M 0.11%
11,548
+168
94
$2.37M 0.11%
18,038
-310
95
$2.35M 0.11%
52,158
-113
96
$2.35M 0.11%
16,933
+696
97
$2.33M 0.11%
17,671
+679
98
$2.31M 0.11%
8,631
+242
99
$2.3M 0.11%
8,080
-251
100
$2.23M 0.1%
152,609
-1,427
2 3
4
5 6