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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$964K 0.07%
6,682
-125
127
$957K 0.07%
5,853
-39
128
$945K 0.07%
14,627
-970
129
$930K 0.07%
44,253
+2,384
130
$890K 0.06%
8,334
+999
131
$876K 0.06%
9,217
+1,038
132
$843K 0.06%
22,331
+1,521
133
$835K 0.06%
10,859
+473
134
$834K 0.06%
4,921
+584
135
$834K 0.06%
7,780
+105
136
$827K 0.06%
14,967
-4,277
137
$826K 0.06%
6,165
+946
138
$810K 0.06%
12,362
+1,766
139
$805K 0.06%
7,296
+254
140
$796K 0.06%
22,036
+96
141
$785K 0.06%
12,301
142
$771K 0.05%
8,289
+1,389
143
$759K 0.05%
14,182
+2,146
144
$745K 0.05%
16,547
-50
145
$736K 0.05%
10,927
-3,399
146
$732K 0.05%
7,351
+472
147
$729K 0.05%
22,808
-5,500
148
$727K 0.05%
12,662
+80
149
$726K 0.05%
8,839
+1,213
150
$717K 0.05%
12,796
-701
4 5
6
7 8