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
$1.86B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$659K
3
+$475K
4
KMB icon
Kimberly-Clark
KMB
+$471K
5
MA icon
Mastercard
MA
+$463K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$893K
5
KO icon
Coca-Cola
KO
+$793K

Sector Composition

1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.83M 0.1%
125,295
-5,882
102
$1.77M 0.1%
55,413
-1,899
103
$1.77M 0.1%
4,992
+140
104
$1.76M 0.1%
7,199
+21
105
$1.74M 0.09%
6,547
+85
106
$1.69M 0.09%
11,765
+181
107
$1.63M 0.09%
730
-2
108
$1.62M 0.09%
10,685
-104
109
$1.61M 0.09%
11,973
+3,490
110
$1.61M 0.09%
10,556
+70
111
$1.6M 0.09%
13,846
+539
112
$1.59M 0.09%
21,170
-767
113
$1.59M 0.09%
56,349
+2,205
114
$1.57M 0.08%
8,899
+386
115
$1.56M 0.08%
18,717
+4,620
116
$1.56M 0.08%
14,554
+717
117
$1.51M 0.08%
20,927
-1,224
118
$1.5M 0.08%
10,669
+447
119
$1.48M 0.08%
41,051
+2,149
120
$1.44M 0.08%
+24,470
121
$1.42M 0.08%
9,351
+947
122
$1.4M 0.08%
12,738
+201
123
$1.39M 0.07%
33,884
+36
124
$1.39M 0.07%
34,714
-1,056
125
$1.38M 0.07%
34,714
+1,956
3 4
5
6 7