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
$1.48B
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.83M
3
+$972K
4
KO icon
Coca-Cola
KO
+$858K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$767K

Top Sells

1
+$1.87M
2
+$1.73M
3
+$1.33M
4
WMT icon
Walmart
WMT
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Financials 6.31%
2 Technology 5.87%
3 Healthcare 4.26%
4 Communication Services 3.35%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$770K 0.05%
20,387
+1,087
152
$767K 0.05%
+7,827
153
$764K 0.05%
5,291
+40
154
$740K 0.05%
24,922
+1,486
155
$729K 0.05%
43,030
+17
156
$717K 0.05%
3,604
-82
157
$690K 0.05%
7,800
-320
158
$688K 0.05%
21,457
-812
159
$682K 0.05%
+13,167
160
$679K 0.05%
8,898
-23
161
$663K 0.04%
6,074
-148
162
$646K 0.04%
4,001
+123
163
$646K 0.04%
5,462
-1,483
164
$642K 0.04%
14,392
+882
165
$639K 0.04%
7,124
-200
166
$637K 0.04%
5,203
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167
$632K 0.04%
10,408
+4,054
168
$626K 0.04%
10,368
169
$624K 0.04%
11,275
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170
$623K 0.04%
2,525
-11
171
$617K 0.04%
1,582
+191
172
$608K 0.04%
10,916
+244
173
$599K 0.04%
4,808
+836
174
$594K 0.04%
7,646
+70
175
$581K 0.04%
+59,615
5 6
7
8 9