FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.08M 0.06%
26,793
+100
152
$1.06M 0.06%
24,300
-606
153
$1.05M 0.06%
8,470
+442
154
$1.05M 0.06%
7,896
+32
155
$1.03M 0.06%
3,701
-82
156
$1.03M 0.06%
4,727
-340
157
$1.02M 0.06%
18,938
+5,121
158
$1.01M 0.06%
2,796
+62
159
$1.01M 0.06%
26,333
160
$995K 0.06%
17,092
+782
161
$993K 0.06%
12,562
-327
162
$980K 0.06%
10,851
+573
163
$938K 0.06%
4,582
-91
164
$937K 0.06%
4,370
+279
165
$915K 0.05%
10,591
-2,780
166
$912K 0.05%
4,296
+31
167
$900K 0.05%
26,332
+1,255
168
$900K 0.05%
8,866
+498
169
$895K 0.05%
9,014
-351
170
$893K 0.05%
3,217
-39
171
$861K 0.05%
21,409
+3,160
172
$859K 0.05%
3,187
+72
173
$857K 0.05%
11,396
+1,272
174
$851K 0.05%
14,822
+746
175
$844K 0.05%
2,527
-20
5 6
7
8 9