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
$1.48B
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.67M
3
+$853K
4
RF icon
Regions Financial
RF
+$798K
5
BA icon
Boeing
BA
+$765K

Top Sells

1
+$1.5M
2
+$1.08M
3
+$1.05M
4
PG icon
Procter & Gamble
PG
+$956K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$884K

Sector Composition

1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.16M 0.08%
9,494
+870
127
$1.13M 0.08%
19,449
-1,440
128
$1.05M 0.07%
6,640
-2,742
129
$1.05M 0.07%
16,660
+875
130
$1.04M 0.07%
11,778
-213
131
$1.03M 0.07%
12,057
+3,783
132
$1.02M 0.07%
5,127
133
$1.01M 0.07%
37,898
+2,120
134
$975K 0.07%
27,293
135
$969K 0.07%
21,954
136
$963K 0.07%
17,618
+3,373
137
$960K 0.06%
11,869
-73
138
$951K 0.06%
20,136
+3,208
139
$945K 0.06%
4,784
-231
140
$931K 0.06%
19,690
-825
141
$917K 0.06%
5,727
+119
142
$896K 0.06%
9,872
+846
143
$887K 0.06%
16,892
-20,503
144
$884K 0.06%
24,000
145
$880K 0.06%
43,013
+17,889
146
$866K 0.06%
2,364
+68
147
$858K 0.06%
6,945
-526
148
$856K 0.06%
12,798
-262
149
$853K 0.06%
+23,645
150
$818K 0.06%
19,617
-2,105
4 5
6
7 8