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
$852M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.06M
3
+$1.06M
4
VTR icon
Ventas
VTR
+$881K
5
MTB icon
M&T Bank
MTB
+$670K

Top Sells

1
+$1.16M
2
+$590K
3
+$513K
4
XOM icon
Exxon Mobil
XOM
+$513K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$505K

Sector Composition

1 Healthcare 6.71%
2 Technology 6.53%
3 Energy 5.65%
4 Consumer Staples 5.27%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$548K 0.06%
11,292
152
$545K 0.06%
14,201
+6,600
153
$544K 0.06%
9,162
-200
154
$535K 0.06%
7,950
-120
155
$525K 0.06%
60,276
+846
156
$501K 0.06%
6,426
157
$498K 0.06%
4,449
+73
158
$496K 0.06%
4,651
+472
159
$491K 0.06%
7,527
+3,167
160
$482K 0.06%
12,522
-106
161
$470K 0.06%
8,102
+2,936
162
$465K 0.05%
+7,928
163
$463K 0.05%
21,890
-8,071
164
$460K 0.05%
19,500
165
$458K 0.05%
7,087
+525
166
$454K 0.05%
8,075
167
$454K 0.05%
10,416
+4,825
168
$445K 0.05%
7,471
-4,219
169
$444K 0.05%
+232
170
$440K 0.05%
28,160
+620
171
$422K 0.05%
7,859
+1,079
172
$421K 0.05%
9,693
173
$420K 0.05%
6,337
+115
174
$410K 0.05%
11,460
-1,165
175
$406K 0.05%
7,826
-336
5 6
7
8 9