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
$1.22B
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.18M
3
+$1.57M
4
CVS icon
CVS Health
CVS
+$1.13M
5
BA icon
Boeing
BA
+$1.05M

Top Sells

1
+$1.77M
2
+$1.67M
3
+$1.59M
4
MAS icon
Masco
MAS
+$1.08M
5
CMCSA icon
Comcast
CMCSA
+$1.03M

Sector Composition

1 Financials 6.18%
2 Technology 5.07%
3 Healthcare 5.06%
4 Communication Services 4.06%
5 Consumer Staples 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$561K 0.05%
9,272
+38
152
$561K 0.05%
15,993
153
$558K 0.05%
38,462
-266
154
$553K 0.05%
70,042
155
$552K 0.05%
35,636
-6,440
156
$552K 0.05%
9,990
+304
157
$550K 0.05%
16,369
+6,301
158
$547K 0.05%
7,308
+107
159
$545K 0.04%
9,802
-575
160
$542K 0.04%
+5,942
161
$537K 0.04%
6,650
-26
162
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15,736
-31,828
163
$530K 0.04%
8,852
-1,948
164
$529K 0.04%
17,927
-1,237
165
$528K 0.04%
28,496
-768
166
$527K 0.04%
+10,257
167
$504K 0.04%
12,168
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168
$502K 0.04%
33,950
-7,030
169
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2
170
$500K 0.04%
6,271
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171
$498K 0.04%
4,865
172
$497K 0.04%
15,496
-2,432
173
$496K 0.04%
2,774
+25
174
$495K 0.04%
15,071
-830
175
$494K 0.04%
8,069
-448
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7
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