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
$852M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.06M
3
+$1.06M
4
VTR icon
Ventas
VTR
+$881K
5
MTB icon
M&T Bank
MTB
+$670K

Top Sells

1
+$1.16M
2
+$590K
3
+$513K
4
XOM icon
Exxon Mobil
XOM
+$513K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$505K

Sector Composition

1 Healthcare 6.71%
2 Technology 6.53%
3 Energy 5.65%
4 Consumer Staples 5.27%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.04M 0.12%
8,984
+1,626
102
$1.03M 0.12%
21,476
-421
103
$979K 0.12%
35,913
+805
104
$975K 0.11%
25,273
-121
105
$958K 0.11%
36,792
-1,118
106
$939K 0.11%
19,310
+208
107
$933K 0.11%
11,469
+89
108
$932K 0.11%
7,553
+1,658
109
$906K 0.11%
38,541
+1,124
110
$901K 0.11%
109,166
-4,428
111
$894K 0.11%
25,724
+2,576
112
$888K 0.1%
11,385
-320
113
$887K 0.1%
19,878
-54
114
$886K 0.1%
9,525
115
$885K 0.1%
26,741
+8
116
$885K 0.1%
16,044
+213
117
$881K 0.1%
+12,544
118
$880K 0.1%
28,135
-247
119
$857K 0.1%
17,952
+388
120
$812K 0.1%
16,065
-132
121
$797K 0.09%
21,747
+93
122
$794K 0.09%
9,327
+254
123
$793K 0.09%
12,112
+285
124
$778K 0.09%
6,975
+53
125
$765K 0.09%
9,890
-2,167
3 4
5
6 7