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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.08%
10,884
-1,089
127
$1.5M 0.08%
13,708
-846
128
$1.48M 0.07%
4,521
-483
129
$1.47M 0.07%
38,056
-2,995
130
$1.47M 0.07%
12,790
+52
131
$1.47M 0.07%
7,859
-15,152
132
$1.46M 0.07%
23,723
-747
133
$1.32M 0.07%
6,166
+432
134
$1.31M 0.07%
6,564
+361
135
$1.31M 0.07%
46,922
+4,966
136
$1.3M 0.07%
28,448
+964
137
$1.29M 0.07%
26,333
138
$1.29M 0.06%
16,659
+2,136
139
$1.28M 0.06%
11,316
+826
140
$1.28M 0.06%
9,666
+315
141
$1.28M 0.06%
28,117
+2,000
142
$1.27M 0.06%
5,303
+179
143
$1.26M 0.06%
27,566
-126
144
$1.24M 0.06%
6,819
+932
145
$1.23M 0.06%
36,495
+2,745
146
$1.22M 0.06%
22,098
+17,516
147
$1.2M 0.06%
17,122
-41,029
148
$1.2M 0.06%
8,450
+527
149
$1.15M 0.06%
13,473
+3,160
150
$1.13M 0.06%
3,031
-297
4 5
6
7 8