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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.62M 0.08%
56,694
+45
127
$1.61M 0.08%
8,768
-54
128
$1.6M 0.07%
10,485
+313
129
$1.59M 0.07%
7,004
+105
130
$1.56M 0.07%
17,191
+916
131
$1.56M 0.07%
29,344
-66
132
$1.55M 0.07%
26,786
-334
133
$1.55M 0.07%
52,206
+3,220
134
$1.54M 0.07%
27,249
+93
135
$1.52M 0.07%
6,364
+2,498
136
$1.52M 0.07%
11,480
-95
137
$1.51M 0.07%
22,347
-308
138
$1.46M 0.07%
32,856
-2,678
139
$1.44M 0.07%
7,502
-1,542
140
$1.44M 0.07%
6,762
-17
141
$1.42M 0.07%
11,253
-284
142
$1.41M 0.07%
5,645
-3,069
143
$1.39M 0.07%
3,812
+1,220
144
$1.38M 0.06%
5,509
+8
145
$1.36M 0.06%
4,135
-83
146
$1.34M 0.06%
4,481
+374
147
$1.34M 0.06%
3,864
+537
148
$1.34M 0.06%
8,294
149
$1.3M 0.06%
8,569
-11
150
$1.27M 0.06%
12,519
-708
4 5
6
7 8