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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.73M 0.08%
20,414
+2,656
127
$1.7M 0.07%
56,649
-487
128
$1.67M 0.07%
3,403
+232
129
$1.67M 0.07%
6,899
130
$1.66M 0.07%
8,822
131
$1.65M 0.07%
29,410
+4,148
132
$1.63M 0.07%
15,754
-300
133
$1.62M 0.07%
62,255
+14,101
134
$1.61M 0.07%
4,218
-155
135
$1.61M 0.07%
5,501
136
$1.58M 0.07%
2,336
-246
137
$1.57M 0.07%
48,986
+6,614
138
$1.57M 0.07%
8,319
+750
139
$1.55M 0.07%
32,696
+506
140
$1.54M 0.07%
2,311
+364
141
$1.54M 0.07%
6,585
-767
142
$1.53M 0.07%
6,779
143
$1.53M 0.07%
22,655
-286
144
$1.52M 0.07%
+24,382
145
$1.52M 0.07%
11,537
+396
146
$1.52M 0.07%
32,205
-1,665
147
$1.51M 0.07%
35,534
-1,408
148
$1.41M 0.06%
27,120
+2,949
149
$1.41M 0.06%
8,580
-27
150
$1.4M 0.06%
8,766
+1,080
4 5
6
7 8