FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.16%
169,361
+19,599
77
$2.57M 0.15%
15,373
+290
78
$2.56M 0.15%
58,904
+1,501
79
$2.54M 0.15%
11,116
+1,066
80
$2.54M 0.15%
3,685
+518
81
$2.4M 0.14%
22,386
+1,007
82
$2.35M 0.14%
11,588
+1,904
83
$2.34M 0.14%
24,310
+292
84
$2.32M 0.14%
176,016
+22,962
85
$2.27M 0.14%
14,802
+464
86
$2.26M 0.13%
18,149
+1,667
87
$2.21M 0.13%
15,257
+283
88
$2.17M 0.13%
75,948
+1,363
89
$2.17M 0.13%
51,738
+178
90
$2.17M 0.13%
7,883
-81
91
$2.08M 0.12%
21,470
+514
92
$2.06M 0.12%
26,326
-105
93
$2.05M 0.12%
18,251
-204
94
$2.02M 0.12%
24,726
-450
95
$2M 0.12%
15,697
-216
96
$1.97M 0.12%
7,279
+81
97
$1.91M 0.11%
34,020
+3,355
98
$1.9M 0.11%
9,332
+32
99
$1.88M 0.11%
11,386
-88
100
$1.85M 0.11%
8,029
-19,559
2 3
4
5 6