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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.1%
9,350
+544
102
$1.41M 0.1%
22,183
-1,567
103
$1.41M 0.1%
26,895
+1,441
104
$1.41M 0.1%
27,479
+2,567
105
$1.39M 0.1%
22,729
+1,144
106
$1.37M 0.1%
12,060
-1,345
107
$1.35M 0.1%
20,170
+9,743
108
$1.32M 0.09%
24,452
-45
109
$1.27M 0.09%
17,276
-968
110
$1.25M 0.09%
11,886
-41
111
$1.25M 0.09%
19,061
-253
112
$1.23M 0.09%
11,752
+365
113
$1.16M 0.08%
20,396
-4,844
114
$1.13M 0.08%
7,783
115
$1.1M 0.08%
20,041
+1,930
116
$1.1M 0.08%
3,423
+26
117
$1.1M 0.08%
52,427
-2,696
118
$1.09M 0.08%
12,880
-1,100
119
$1.06M 0.07%
10,125
-1,522
120
$1.05M 0.07%
3,898
+78
121
$1.04M 0.07%
11,359
-4,997
122
$1.03M 0.07%
15,685
-6,157
123
$1.01M 0.07%
15,906
+5,152
124
$992K 0.07%
26,050
125
$967K 0.07%
16,986
+1,508
3 4
5
6 7