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
$1.86B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$659K
3
+$475K
4
KMB icon
Kimberly-Clark
KMB
+$471K
5
MA icon
Mastercard
MA
+$463K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$893K
5
KO icon
Coca-Cola
KO
+$793K

Sector Composition

1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.07M 0.06%
22,295
+1,428
152
$1.04M 0.06%
14,523
+1,848
153
$1.02M 0.05%
33,750
+1,260
154
$1.02M 0.05%
22,291
-610
155
$1.01M 0.05%
26,117
+1,540
156
$984K 0.05%
3,065
-107
157
$984K 0.05%
4,519
+170
158
$974K 0.05%
10,313
+1,068
159
$970K 0.05%
851
+15
160
$963K 0.05%
41,956
-1,103
161
$962K 0.05%
4,633
+120
162
$958K 0.05%
7,923
-504
163
$948K 0.05%
20,348
-1,244
164
$947K 0.05%
13,112
+312
165
$939K 0.05%
18,438
-48
166
$930K 0.05%
38,080
+818
167
$896K 0.05%
3,328
-84
168
$876K 0.05%
5,887
+666
169
$860K 0.05%
10,489
-407
170
$859K 0.05%
3,288
+152
171
$855K 0.05%
4,108
-75
172
$852K 0.05%
2,707
+155
173
$824K 0.04%
17,447
+253
174
$819K 0.04%
8,225
-161
175
$804K 0.04%
3,282
+39
5 6
7
8 9