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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$836K 0.05%
18,486
+1,950
152
$833K 0.05%
3,465
-3,106
153
$816K 0.05%
4,059
+357
154
$815K 0.05%
22,901
-17,663
155
$814K 0.05%
2,771
-298
156
$809K 0.05%
21,592
-13,821
157
$807K 0.05%
836
+160
158
$804K 0.05%
9,245
-1,488
159
$803K 0.05%
13,513
-1,020
160
$797K 0.05%
21,759
-3,711
161
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18,434
-1,960
162
$794K 0.05%
20,867
-384
163
$786K 0.05%
16,259
-1,304
164
$772K 0.05%
8,159
-422
165
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166
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10,896
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167
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3,412
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168
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24,577
-1,493
169
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3,243
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170
$729K 0.04%
12,675
+169
171
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43,059
-12,622
172
$723K 0.04%
5,221
-2,819
173
$709K 0.04%
3,136
+360
174
$708K 0.04%
4,183
-705
175
$707K 0.04%
+4,349
5 6
7
8 9