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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.56M
3
+$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1
+$1.79M
2
+$1.64M
3
+$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$563K 0.06%
17,953
+1,977
152
$554K 0.06%
16,000
-3,500
153
$546K 0.06%
7,307
-623
154
$509K 0.06%
9,286
+1,792
155
$506K 0.06%
25,275
+355
156
$505K 0.06%
8,075
157
$503K 0.06%
4,082
-417
158
$486K 0.06%
13,904
+1,935
159
$464K 0.05%
6,329
-8
160
$463K 0.05%
12,624
+180
161
$447K 0.05%
23,384
-756
162
$447K 0.05%
10,418
-1,966
163
$446K 0.05%
3,835
-900
164
$445K 0.05%
20,952
+5,274
165
$440K 0.05%
7,822
+512
166
$438K 0.05%
5,840
167
$429K 0.05%
8,127
-1,912
168
$424K 0.05%
10,075
-90
169
$418K 0.05%
25,544
+190
170
$417K 0.05%
16,079
-9,326
171
$409K 0.05%
4,128
172
$400K 0.05%
25,720
-904
173
$398K 0.05%
16,857
-3,500
174
$397K 0.05%
4,613
+1,030
175
$396K 0.05%
1,568
+37
5 6
7
8 9