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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.89M 0.1%
6,498
-49
102
$1.88M 0.09%
13,232
+1,372
103
$1.88M 0.09%
22,177
+3,460
104
$1.88M 0.09%
19,619
-1,398
105
$1.86M 0.09%
24,522
+3,352
106
$1.84M 0.09%
21,612
+744
107
$1.8M 0.09%
7,412
+213
108
$1.77M 0.09%
8,858
-492
109
$1.73M 0.09%
23,235
+3,020
110
$1.73M 0.09%
33,744
-140
111
$1.71M 0.09%
19,456
-1,471
112
$1.71M 0.09%
40,855
-5,447
113
$1.66M 0.08%
10,518
-38
114
$1.66M 0.08%
10,868
-979
115
$1.66M 0.08%
10,496
-189
116
$1.63M 0.08%
701
-29
117
$1.63M 0.08%
10,860
+191
118
$1.63M 0.08%
3,304
-92
119
$1.6M 0.08%
55,423
-926
120
$1.6M 0.08%
11,801
+36
121
$1.59M 0.08%
21,885
+1,781
122
$1.59M 0.08%
22,948
+1,092
123
$1.55M 0.08%
11,614
-1,502
124
$1.54M 0.08%
13,831
-15
125
$1.53M 0.08%
17,130
-1,308
3 4
5
6 7