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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$714K 0.05%
3,122
+143
152
$712K 0.05%
12,869
-770
153
$693K 0.05%
13,175
-3
154
$688K 0.05%
22,148
+1,892
155
$677K 0.05%
6,032
-2
156
$671K 0.05%
138,760
+4,560
157
$655K 0.05%
5,595
+1,000
158
$654K 0.05%
10,973
-104
159
$648K 0.05%
+9,705
160
$646K 0.05%
15,887
+1,370
161
$643K 0.05%
14,332
+3,779
162
$642K 0.05%
3,343
+19
163
$641K 0.05%
23,374
+25
164
$635K 0.04%
31,986
+4,082
165
$626K 0.04%
9,602
+1,807
166
$626K 0.04%
46,956
-3,961
167
$622K 0.04%
9,876
+642
168
$622K 0.04%
27,109
-740
169
$621K 0.04%
70,042
170
$604K 0.04%
15,235
-55
171
$601K 0.04%
6,572
-617
172
$598K 0.04%
7,254
+53
173
$598K 0.04%
7,909
-62
174
$595K 0.04%
2
175
$589K 0.04%
16,305
+1,003
5 6
7
8 9