FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.59M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
AET
Aetna Inc
AET
+$1.26M

Top Sells

1
+$2.34M
2
+$1.69M
3
+$1.27M
4
FAST icon
Fastenal
FAST
+$1.06M
5
KO icon
Coca-Cola
KO
+$1.03M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$842K 0.09%
13,050
-107
127
$837K 0.09%
13,159
-257
128
$834K 0.09%
9,881
+401
129
$823K 0.09%
24,570
-402
130
$821K 0.09%
13,544
-296
131
$810K 0.09%
18,555
+72
132
$792K 0.08%
9,561
133
$791K 0.08%
+2,164
134
$784K 0.08%
8,941
+38
135
$779K 0.08%
6,454
-2,449
136
$777K 0.08%
31,969
+644
137
$765K 0.08%
+8,163
138
$763K 0.08%
7,041
-1,868
139
$758K 0.08%
36,447
+4,977
140
$751K 0.08%
+31,638
141
$748K 0.08%
13,186
-372
142
$745K 0.08%
10,280
-181
143
$733K 0.08%
32,285
-18,866
144
$733K 0.08%
7,304
+2,278
145
$730K 0.08%
+12,807
146
$717K 0.08%
11,510
+3,617
147
$704K 0.07%
+7,158
148
$687K 0.07%
17,102
-9,333
149
$678K 0.07%
14,326
+6,750
150
$676K 0.07%
4,510
-185
4 5
6
7 8