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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.24M 0.1%
8,389
+500
102
$2.23M 0.1%
25,044
+2,901
103
$2.22M 0.1%
119,410
-4,679
104
$2.19M 0.1%
15,341
+2,412
105
$2.17M 0.1%
24,926
+875
106
$2.17M 0.1%
41,086
-1,475
107
$2.09M 0.09%
20,038
-692
108
$2.04M 0.09%
32,704
+13,137
109
$2.02M 0.09%
28,588
-454
110
$1.95M 0.09%
130,589
+6,717
111
$1.95M 0.09%
16,992
-777
112
$1.92M 0.08%
22,367
+1,220
113
$1.92M 0.08%
3,045
+277
114
$1.92M 0.08%
8,793
+362
115
$1.91M 0.08%
16,237
+1,426
116
$1.9M 0.08%
16,275
+1,115
117
$1.9M 0.08%
1,119
+189
118
$1.9M 0.08%
9,793
-225
119
$1.86M 0.08%
10,172
-2,418
120
$1.82M 0.08%
9,044
-632
121
$1.82M 0.08%
15,817
+2,142
122
$1.82M 0.08%
11,348
-886
123
$1.75M 0.08%
36,362
+4,930
124
$1.74M 0.08%
9,352
-18
125
$1.73M 0.08%
29,742
-29,024
3 4
5
6 7