FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.46M 0.13%
19,020
-2,957
77
$3.38M 0.13%
68,528
+9,947
78
$3.38M 0.13%
10,429
-618
79
$3.34M 0.13%
32,056
+6,078
80
$3.27M 0.13%
14,825
+526
81
$3.19M 0.12%
8,830
-568
82
$3.18M 0.12%
27,854
-49
83
$3.17M 0.12%
38,445
-1,586
84
$3.15M 0.12%
37,555
+5,055
85
$3.08M 0.12%
10,119
+38
86
$3.06M 0.12%
59,187
+7,410
87
$3.03M 0.12%
172,371
-563
88
$3.02M 0.12%
22,367
89
$2.96M 0.11%
23,409
+12,312
90
$2.86M 0.11%
14,651
-564
91
$2.86M 0.11%
10,530
+18
92
$2.85M 0.11%
193,705
-2,826
93
$2.85M 0.11%
10,236
-762
94
$2.81M 0.11%
39,051
+1,836
95
$2.78M 0.11%
29,037
-296
96
$2.76M 0.11%
4,727
+109
97
$2.76M 0.11%
47,842
+314
98
$2.75M 0.11%
68,870
+5,837
99
$2.72M 0.1%
22,451
-1,014
100
$2.69M 0.1%
30,177
-3,125
2 3
4
5 6