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
$2.71B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$2.95M
3
+$2.54M
4
BTI icon
British American Tobacco
BTI
+$2.21M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

1
+$6.02M
2
+$1.89M
3
+$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.78M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M

Sector Composition

1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.16M 0.08%
47,736
-3,227
127
$2.16M 0.08%
53,585
+21,898
128
$2.06M 0.08%
35,800
+4,927
129
$2.06M 0.08%
4,439
-38
130
$2.05M 0.08%
27,094
-157
131
$2.01M 0.07%
3,692
-110
132
$2.01M 0.07%
59,184
-1,768
133
$2M 0.07%
12,297
-492
134
$1.98M 0.07%
2,517
+71
135
$1.98M 0.07%
8,365
+176
136
$1.96M 0.07%
21,420
-1,591
137
$1.95M 0.07%
15,127
+7,028
138
$1.94M 0.07%
23,029
-2,011
139
$1.9M 0.07%
37,397
+2,441
140
$1.9M 0.07%
15,525
-115
141
$1.9M 0.07%
38,928
-3,941
142
$1.88M 0.07%
33,634
-2,430
143
$1.88M 0.07%
8,400
+6,436
144
$1.86M 0.07%
9,432
-365
145
$1.84M 0.07%
2,986
+295
146
$1.84M 0.07%
7,896
-36
147
$1.83M 0.07%
37,246
-1,600
148
$1.83M 0.07%
17,611
-1,052
149
$1.81M 0.07%
54,805
-2,028
150
$1.8M 0.07%
+46,986
4 5
6
7 8