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
$852M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.06M
3
+$1.06M
4
VTR icon
Ventas
VTR
+$881K
5
MTB icon
M&T Bank
MTB
+$670K

Top Sells

1
+$1.16M
2
+$590K
3
+$513K
4
XOM icon
Exxon Mobil
XOM
+$513K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$505K

Sector Composition

1 Healthcare 6.71%
2 Technology 6.53%
3 Energy 5.65%
4 Consumer Staples 5.27%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$762K 0.09%
11,247
+3,628
127
$727K 0.09%
11,232
128
$726K 0.09%
5,619
+1,266
129
$711K 0.08%
12,888
+74
130
$705K 0.08%
21,396
+547
131
$698K 0.08%
19,088
+1,965
132
$697K 0.08%
12,000
133
$682K 0.08%
21,446
+100
134
$680K 0.08%
10,467
+325
135
$676K 0.08%
12,390
+575
136
$670K 0.08%
+5,980
137
$646K 0.08%
14,944
+6,661
138
$646K 0.08%
28,170
+340
139
$645K 0.08%
+10,631
140
$643K 0.08%
23,506
+9,507
141
$618K 0.07%
10,224
+4,336
142
$615K 0.07%
32,951
+16,079
143
$613K 0.07%
37,561
+15,290
144
$597K 0.07%
11,530
-250
145
$594K 0.07%
37,124
+13,316
146
$585K 0.07%
18,418
+7,730
147
$575K 0.07%
10,330
+948
148
$563K 0.07%
26,593
+10,376
149
$558K 0.07%
8,689
150
$557K 0.07%
35,788
+18,672
4 5
6
7 8