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
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.83M
3
+$972K
4
KO icon
Coca-Cola
KO
+$858K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$767K

Top Sells

1
+$1.87M
2
+$1.73M
3
+$1.33M
4
WMT icon
Walmart
WMT
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Financials 6.31%
2 Technology 5.87%
3 Healthcare 4.26%
4 Communication Services 3.35%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.08%
19,325
-124
127
$1.17M 0.08%
13,747
+1,690
128
$1.13M 0.08%
62,369
-1,316
129
$1.13M 0.08%
9,546
+52
130
$1.12M 0.08%
16,266
-394
131
$1.09M 0.07%
29,615
-21,732
132
$1.06M 0.07%
20,107
-29
133
$1.06M 0.07%
6,637
+910
134
$1.04M 0.07%
11,925
+56
135
$1.01M 0.07%
22,334
+380
136
$1.01M 0.07%
19,943
+253
137
$986K 0.07%
6,491
-149
138
$983K 0.07%
17,769
+151
139
$951K 0.06%
12,802
+4
140
$937K 0.06%
6,743
-12,484
141
$937K 0.06%
10,303
+431
142
$934K 0.06%
4,715
-69
143
$916K 0.06%
5,100
-27
144
$901K 0.06%
24,000
145
$869K 0.06%
2,435
+71
146
$846K 0.06%
53,457
+10
147
$843K 0.06%
20,512
+895
148
$833K 0.06%
7,363
+12
149
$831K 0.06%
12,802
+479
150
$773K 0.05%
32,052
-616
4 5
6
7 8