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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.11M 0.06%
53,963
-29,016
152
$1.09M 0.05%
2,699
+166
153
$1.09M 0.05%
2,934
+119
154
$1.08M 0.05%
13,855
-2,459
155
$1.07M 0.05%
11,486
-817
156
$1.05M 0.05%
13,928
-341
157
$1.03M 0.05%
13,112
158
$1.03M 0.05%
2,861
-204
159
$1.02M 0.05%
14,174
+3,627
160
$1.01M 0.05%
878
+27
161
$989K 0.05%
39,352
+1,272
162
$985K 0.05%
12,932
+830
163
$970K 0.05%
15,881
-4,467
164
$963K 0.05%
12,395
+2,443
165
$961K 0.05%
15,215
-16,505
166
$961K 0.05%
4,772
-2
167
$934K 0.05%
6,721
+186
168
$931K 0.05%
4,100
-419
169
$921K 0.05%
7,241
+493
170
$920K 0.05%
3,806
-302
171
$875K 0.04%
4,950
+317
172
$868K 0.04%
3,140
-148
173
$865K 0.04%
8,157
-68
174
$865K 0.04%
3,226
+519
175
$823K 0.04%
5,954
-4,622
5 6
7
8 9