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
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.59M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
AET
Aetna Inc
AET
+$1.26M

Top Sells

1
+$2.34M
2
+$1.69M
3
+$1.27M
4
FAST icon
Fastenal
FAST
+$1.06M
5
KO icon
Coca-Cola
KO
+$1.03M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$674K 0.07%
4,774
+94
152
$671K 0.07%
+8,917
153
$667K 0.07%
35,860
+1,700
154
$661K 0.07%
4,137
-34
155
$659K 0.07%
15,849
-162
156
$657K 0.07%
9,766
-1,230
157
$656K 0.07%
8,157
158
$642K 0.07%
4,806
+1,906
159
$623K 0.07%
9,177
+336
160
$606K 0.06%
7,008
-102
161
$597K 0.06%
14,379
+311
162
$595K 0.06%
12,080
+2,948
163
$570K 0.06%
8,220
-50
164
$570K 0.06%
16,245
-2,714
165
$569K 0.06%
10,341
-366
166
$565K 0.06%
12,757
-3,600
167
$545K 0.06%
10,575
-2,716
168
$537K 0.06%
11,256
-318
169
$535K 0.06%
4,525
170
$534K 0.06%
11,864
-3,000
171
$530K 0.06%
8,735
+3
172
$507K 0.05%
11,706
-10,005
173
$503K 0.05%
8,795
-55
174
$489K 0.05%
6,277
-13
175
$483K 0.05%
12,025
5 6
7
8 9