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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$790K
3
+$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.1%
31,006
+109
102
$1.46M 0.1%
8,734
+479
103
$1.42M 0.1%
62,599
+5,034
104
$1.42M 0.1%
5,766
-384
105
$1.38M 0.1%
5,778
-169
106
$1.36M 0.09%
14,253
+2,788
107
$1.36M 0.09%
21,617
-929
108
$1.35M 0.09%
23,647
-1,009
109
$1.29M 0.09%
5,662
-80
110
$1.28M 0.09%
44,652
-2,318
111
$1.27M 0.09%
34,981
+2,795
112
$1.27M 0.09%
17,123
+734
113
$1.24M 0.09%
22,985
+213
114
$1.23M 0.09%
12,955
+75
115
$1.21M 0.08%
21,835
-153
116
$1.2M 0.08%
7,948
-80
117
$1.2M 0.08%
13,353
-1,289
118
$1.2M 0.08%
8,447
+587
119
$1.17M 0.08%
18,674
+12,579
120
$1.14M 0.08%
24,767
-320
121
$1.13M 0.08%
18,584
-277
122
$1.12M 0.08%
53,343
+4,277
123
$1.12M 0.08%
14,715
-790
124
$1.11M 0.08%
52,505
+733
125
$1.09M 0.08%
21,512
-576
3 4
5
6 7