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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.56M
3
+$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1
+$1.79M
2
+$1.64M
3
+$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$833K 0.1%
19,481
-437
127
$811K 0.09%
20,483
-338
128
$807K 0.09%
9,525
129
$805K 0.09%
9,707
+564
130
$792K 0.09%
12,810
+343
131
$782K 0.09%
24,866
-1,473
132
$763K 0.09%
17,801
+78
133
$748K 0.09%
10,796
+95
134
$748K 0.09%
8,871
-336
135
$722K 0.08%
72,416
-3,867
136
$706K 0.08%
24,663
-6,899
137
$700K 0.08%
10,482
-750
138
$659K 0.08%
4,713
+173
139
$659K 0.08%
7,791
-445
140
$630K 0.07%
11,097
+69
141
$621K 0.07%
36,900
+1,420
142
$606K 0.07%
12,737
-140
143
$606K 0.07%
+22,993
144
$602K 0.07%
8,757
-1,228
145
$600K 0.07%
9,424
-53
146
$588K 0.07%
9,062
-100
147
$584K 0.07%
6,706
-364
148
$582K 0.07%
8,736
+22
149
$575K 0.07%
6,676
+250
150
$573K 0.07%
7,058
+168
4 5
6
7 8