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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.09%
9,735
-1,838
102
$1.5M 0.09%
8,588
-3,637
103
$1.5M 0.09%
7,178
-654
104
$1.49M 0.09%
38,902
-1,406
105
$1.47M 0.09%
54,144
-6,902
106
$1.47M 0.09%
10,294
+84
107
$1.42M 0.09%
131,177
-10,493
108
$1.41M 0.09%
6,462
+1,446
109
$1.37M 0.08%
6,121
-511
110
$1.36M 0.08%
23,307
-3,695
111
$1.33M 0.08%
13,307
-2,151
112
$1.33M 0.08%
11,637
-1,295
113
$1.31M 0.08%
33,848
-865
114
$1.27M 0.08%
6,469
+483
115
$1.25M 0.08%
10,789
-327
116
$1.25M 0.08%
8,483
-219
117
$1.25M 0.08%
732
-380
118
$1.22M 0.08%
5,055
+161
119
$1.19M 0.07%
4,383
+1,223
120
$1.19M 0.07%
13,837
+1,700
121
$1.19M 0.07%
8,513
+542
122
$1.18M 0.07%
12,537
-1,176
123
$1.18M 0.07%
32,758
-2,856
124
$1.18M 0.07%
27,981
+7,488
125
$1.18M 0.07%
35,770
+434
3 4
5
6 7