FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.4M 0.08%
3,896
+245
127
$1.4M 0.08%
17,323
+1,116
128
$1.39M 0.08%
+17,133
129
$1.38M 0.08%
54,292
+501
130
$1.36M 0.08%
33,612
+1,931
131
$1.35M 0.08%
22,870
+486
132
$1.34M 0.08%
4,629
-312
133
$1.32M 0.08%
1,219
+7
134
$1.29M 0.08%
3,898
+76
135
$1.28M 0.08%
11,336
+769
136
$1.27M 0.08%
11,004
-34
137
$1.25M 0.07%
54,368
+1,776
138
$1.25M 0.07%
32,255
-221
139
$1.25M 0.07%
9,248
+603
140
$1.24M 0.07%
5,781
+224
141
$1.24M 0.07%
4,222
+203
142
$1.24M 0.07%
4,800
+1,270
143
$1.21M 0.07%
15,420
+626
144
$1.18M 0.07%
73,739
+17,872
145
$1.15M 0.07%
35,364
+440
146
$1.13M 0.07%
6,587
-181
147
$1.12M 0.07%
23,955
-990
148
$1.11M 0.07%
5,645
149
$1.09M 0.07%
8,961
+253
150
$1.09M 0.06%
7,152
+480
4 5
6
7 8