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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.21M 0.1%
41,523
+437
102
$2.19M 0.1%
3,141
+96
103
$2.19M 0.1%
24,467
-459
104
$2.19M 0.1%
8,037
+529
105
$2.17M 0.1%
5,453
-660
106
$2.13M 0.1%
127,999
-2,590
107
$2.12M 0.1%
9,801
+8
108
$2.07M 0.1%
22,851
+2,813
109
$2.03M 0.09%
19,068
-1,712
110
$1.99M 0.09%
39,385
+23,906
111
$1.93M 0.09%
9,004
-348
112
$1.92M 0.09%
68,901
-514
113
$1.91M 0.09%
15,494
+153
114
$1.8M 0.08%
8,768
-25
115
$1.77M 0.08%
29,138
-604
116
$1.75M 0.08%
15,776
+22
117
$1.74M 0.08%
12,270
+6,804
118
$1.74M 0.08%
3,938
-2,393
119
$1.72M 0.08%
24,424
+42
120
$1.69M 0.08%
16,891
+1,074
121
$1.67M 0.08%
3,530
+127
122
$1.66M 0.08%
1,210
+91
123
$1.65M 0.08%
22,810
+2,396
124
$1.63M 0.08%
8,688
+207
125
$1.62M 0.08%
31,066
-1,630
3 4
5
6 7