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
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.59M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
AET
Aetna Inc
AET
+$1.26M

Top Sells

1
+$2.34M
2
+$1.69M
3
+$1.27M
4
FAST icon
Fastenal
FAST
+$1.06M
5
KO icon
Coca-Cola
KO
+$1.03M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.12%
10,857
+316
102
$1.08M 0.11%
47,004
+28,026
103
$1.06M 0.11%
18,980
-168
104
$1.05M 0.11%
17,029
105
$1.02M 0.11%
9,914
+7,463
106
$1.01M 0.11%
10,891
107
$1.01M 0.11%
17,939
+402
108
$1.01M 0.11%
9,649
+641
109
$986K 0.1%
38,567
+3,081
110
$980K 0.1%
44,563
+2,311
111
$978K 0.1%
4,821
+2,934
112
$978K 0.1%
+13,008
113
$968K 0.1%
9,398
114
$961K 0.1%
+66,645
115
$960K 0.1%
92,644
-101,952
116
$956K 0.1%
14,627
-5,189
117
$930K 0.1%
11,482
+263
118
$900K 0.1%
27,289
+599
119
$893K 0.09%
20,636
-1,416
120
$892K 0.09%
+14,020
121
$890K 0.09%
11,389
-415
122
$885K 0.09%
25,028
-912
123
$874K 0.09%
+17,674
124
$867K 0.09%
10,504
-5,168
125
$848K 0.09%
4,510
+44
3 4
5
6 7