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
$1.22B
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.18M
3
+$1.57M
4
CVS icon
CVS Health
CVS
+$1.13M
5
BA icon
Boeing
BA
+$1.05M

Top Sells

1
+$1.77M
2
+$1.67M
3
+$1.59M
4
MAS icon
Masco
MAS
+$1.08M
5
CMCSA icon
Comcast
CMCSA
+$1.03M

Sector Composition

1 Financials 6.18%
2 Technology 5.07%
3 Healthcare 5.06%
4 Communication Services 4.06%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$831K 0.07%
23,326
-2,024
127
$826K 0.07%
7,977
-1,146
128
$823K 0.07%
14,093
-11,657
129
$789K 0.06%
8,074
-70
130
$788K 0.06%
14,660
+7,693
131
$766K 0.06%
28,362
132
$752K 0.06%
3,170
+411
133
$745K 0.06%
15,391
-2,693
134
$743K 0.06%
16,765
-1,372
135
$715K 0.06%
14,329
+873
136
$695K 0.06%
5,782
-200
137
$694K 0.06%
18,539
+1,791
138
$681K 0.06%
8,478
+257
139
$679K 0.06%
13,761
-33,884
140
$666K 0.05%
6,819
-300
141
$663K 0.05%
14,414
-213
142
$661K 0.05%
12,828
+982
143
$644K 0.05%
4,684
+2,905
144
$634K 0.05%
17,227
+1,418
145
$633K 0.05%
8,652
-96
146
$612K 0.05%
8,271
-1,124
147
$598K 0.05%
13,002
-1,192
148
$596K 0.05%
4,646
+513
149
$590K 0.05%
24,845
+6,745
150
$569K 0.05%
11,413
-1,113
4 5
6
7 8