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
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.38M 0.07%
52,092
-2,349
152
$1.35M 0.07%
5,520
-100
153
$1.34M 0.07%
5,898
-2,081
154
$1.31M 0.06%
4,928
+148
155
$1.3M 0.06%
17,554
+1,186
156
$1.26M 0.06%
14,776
+278
157
$1.26M 0.06%
6,245
-306
158
$1.25M 0.06%
10,514
-1,707
159
$1.24M 0.06%
3,871
+31
160
$1.23M 0.06%
10,357
+1,109
161
$1.23M 0.06%
14,614
-698
162
$1.23M 0.06%
15,913
+834
163
$1.22M 0.06%
28,472
+3,210
164
$1.21M 0.06%
5,712
-50
165
$1.2M 0.06%
22,925
-1,110
166
$1.2M 0.06%
4,790
+2,057
167
$1.18M 0.06%
9,099
-2,102
168
$1.16M 0.06%
8,043
-464
169
$1.15M 0.06%
19,949
-553
170
$1.15M 0.06%
114,739
-8,818
171
$1.09M 0.05%
22,394
-1,670
172
$1.07M 0.05%
8,913
-33
173
$1.07M 0.05%
31,609
-1,619
174
$1.06M 0.05%
4,283
+23
175
$1.06M 0.05%
23,483
+17,543
5 6
7
8 9