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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.4M 0.06%
8,294
+85
152
$1.39M 0.06%
8,481
153
$1.38M 0.06%
11,575
+1,113
154
$1.38M 0.06%
3,327
+396
155
$1.37M 0.06%
3,306
+10
156
$1.37M 0.06%
8,697
-647
157
$1.37M 0.06%
14,651
+11
158
$1.35M 0.06%
7,558
+1,084
159
$1.35M 0.06%
3,828
+315
160
$1.35M 0.06%
16,261
+778
161
$1.35M 0.06%
561
-41
162
$1.31M 0.06%
26,333
163
$1.3M 0.06%
21,454
-1,060
164
$1.27M 0.06%
4,973
-1
165
$1.26M 0.06%
27,156
+343
166
$1.25M 0.06%
12,785
-442
167
$1.24M 0.05%
13,926
+1,610
168
$1.23M 0.05%
3,234
+387
169
$1.22M 0.05%
4,107
+862
170
$1.18M 0.05%
8,612
-1,322
171
$1.17M 0.05%
16,353
+4,964
172
$1.14M 0.05%
5,481
-80
173
$1.13M 0.05%
3,037
+550
174
$1.13M 0.05%
12,340
+564
175
$1.12M 0.05%
13,112
5 6
7
8 9