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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$790K
3
+$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.09M 0.08%
9,903
+158
127
$1.08M 0.08%
4,947
+205
128
$1.08M 0.07%
9,720
-362
129
$1.06M 0.07%
16,231
+230
130
$1.03M 0.07%
14,839
-1,416
131
$1.01M 0.07%
13,313
+1,174
132
$982K 0.07%
26,050
133
$977K 0.07%
13,929
-187
134
$975K 0.07%
10,618
+1,104
135
$969K 0.07%
14,674
-298
136
$963K 0.07%
6,879
+893
137
$962K 0.07%
7,214
+898
138
$934K 0.06%
6,917
+460
139
$921K 0.06%
8,387
-556
140
$918K 0.06%
70,042
141
$894K 0.06%
17,736
-1,488
142
$880K 0.06%
9,604
+1,136
143
$869K 0.06%
9,338
-100
144
$854K 0.06%
6,088
+37
145
$853K 0.06%
26,748
+5,784
146
$851K 0.06%
7,945
+1,001
147
$837K 0.06%
8,545
+59
148
$829K 0.06%
2,807
-226
149
$818K 0.06%
18,435
+1,845
150
$801K 0.06%
9,155
+754
4 5
6
7 8