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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.56M
3
+$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1
+$1.79M
2
+$1.64M
3
+$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.12%
18,286
-342
102
$1.06M 0.12%
21,192
+210
103
$1.03M 0.12%
33,712
-1,505
104
$1.02M 0.12%
24,196
-1,400
105
$1.02M 0.12%
11,239
+306
106
$1.02M 0.12%
11,295
-11,704
107
$1M 0.12%
12,265
-895
108
$986K 0.11%
14,245
+4,724
109
$974K 0.11%
25,534
-43
110
$970K 0.11%
17,135
+1,216
111
$969K 0.11%
7,062
+181
112
$945K 0.11%
24,424
-2,040
113
$945K 0.11%
16,044
114
$928K 0.11%
41,669
-978
115
$923K 0.11%
9,500
116
$903K 0.1%
+10,861
117
$897K 0.1%
17,688
-1,612
118
$888K 0.1%
17,881
+2,316
119
$887K 0.1%
24,464
+3,289
120
$871K 0.1%
4,231
-159
121
$865K 0.1%
26,159
+1,494
122
$850K 0.1%
21,252
+457
123
$845K 0.1%
15,656
-4,332
124
$837K 0.1%
13,957
+1,983
125
$833K 0.1%
35,802
-259
3 4
5
6 7