FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.05M 0.08%
8,654
+519
127
$2.05M 0.08%
43,049
-735
128
$2.03M 0.08%
8,181
+169
129
$2.02M 0.08%
21,036
-220
130
$2M 0.08%
23,828
-314
131
$2M 0.08%
19,459
-4,479
132
$1.99M 0.08%
33,635
-1,066
133
$1.99M 0.08%
31,369
+2,577
134
$1.96M 0.08%
7,453
-374
135
$1.95M 0.07%
29,550
-1,004
136
$1.95M 0.07%
3,992
+1,014
137
$1.94M 0.07%
19,003
-602
138
$1.93M 0.07%
15,038
-323
139
$1.93M 0.07%
9,691
+146
140
$1.91M 0.07%
41,748
-1,513
141
$1.91M 0.07%
4,973
+174
142
$1.91M 0.07%
22,554
-408
143
$1.88M 0.07%
36,716
+9,118
144
$1.83M 0.07%
27,776
-568
145
$1.83M 0.07%
52,490
-909
146
$1.78M 0.07%
15,000
+2,768
147
$1.78M 0.07%
11,468
+786
148
$1.77M 0.07%
38,864
-22,429
149
$1.74M 0.07%
12,827
+676
150
$1.72M 0.07%
12,768
-1,363
4 5
6
7 8