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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.27M 0.06%
14,950
+299
152
$1.24M 0.06%
13,845
-81
153
$1.23M 0.06%
8,240
+682
154
$1.19M 0.06%
23,741
+14,949
155
$1.19M 0.06%
8,494
+175
156
$1.18M 0.06%
26,333
157
$1.18M 0.06%
9,500
-6,287
158
$1.18M 0.06%
+8,265
159
$1.18M 0.06%
8,909
+143
160
$1.17M 0.05%
25,530
-6,675
161
$1.16M 0.05%
3,435
+129
162
$1.15M 0.05%
+34,346
163
$1.13M 0.05%
481
-80
164
$1.13M 0.05%
16,282
-71
165
$1.13M 0.05%
4,735
-238
166
$1.12M 0.05%
12,830
+45
167
$1.12M 0.05%
+4,298
168
$1.1M 0.05%
2,638
-166
169
$1.08M 0.05%
26,956
-9,406
170
$1.06M 0.05%
17,728
+1,467
171
$1.04M 0.05%
4,511
+1,376
172
$1.02M 0.05%
4,085
+257
173
$1.01M 0.05%
13,112
174
$1.01M 0.05%
3,257
+220
175
$1M 0.05%
20,889
+171
5 6
7
8 9