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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.17M 0.07%
22,151
-2,549
127
$1.15M 0.07%
14,097
+4,804
128
$1.15M 0.07%
27,093
129
$1.14M 0.07%
19,133
-1,228
130
$1.11M 0.07%
10,222
-2,461
131
$1.05M 0.06%
5,268
-395
132
$1.04M 0.06%
26,076
+3,594
133
$1.03M 0.06%
10,066
+2,158
134
$1.02M 0.06%
14,179
-3,052
135
$1.01M 0.06%
10,358
-1,519
136
$999K 0.06%
32,490
-2,385
137
$993K 0.06%
86,068
+11,445
138
$993K 0.06%
12,264
-354
139
$989K 0.06%
8,404
+753
140
$987K 0.06%
6,086
-1,240
141
$949K 0.06%
2,403
-289
142
$901K 0.06%
11,745
-2,632
143
$888K 0.05%
12,808
+712
144
$860K 0.05%
5,165
+3,732
145
$856K 0.05%
2,750
+754
146
$852K 0.05%
3,172
-339
147
$845K 0.05%
8,427
-972
148
$844K 0.05%
8,386
-96
149
$840K 0.05%
37,262
+6,618
150
$836K 0.05%
4,513
+807
4 5
6
7 8