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
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.72M 0.07%
5,200
-19
152
$1.7M 0.06%
11,099
+118
153
$1.69M 0.06%
73,094
-780
154
$1.68M 0.06%
50,673
-1,815
155
$1.68M 0.06%
71,445
-90,237
156
$1.67M 0.06%
4,002
+246
157
$1.66M 0.06%
26,984
-467
158
$1.61M 0.06%
22,386
159
$1.59M 0.06%
9,978
+36
160
$1.58M 0.06%
2,751
-397
161
$1.56M 0.06%
+11,120
162
$1.55M 0.06%
9,510
+208
163
$1.54M 0.06%
5,643
-1
164
$1.54M 0.06%
7,466
+93
165
$1.54M 0.06%
9,067
+85
166
$1.54M 0.06%
3,101
+374
167
$1.52M 0.06%
18,570
+5,030
168
$1.51M 0.06%
3,070
+211
169
$1.5M 0.06%
29,295
-1,867
170
$1.47M 0.06%
16,326
+937
171
$1.47M 0.06%
1,641
-48
172
$1.43M 0.05%
9,624
-283
173
$1.41M 0.05%
5,558
-271
174
$1.41M 0.05%
15,903
-1,800
175
$1.4M 0.05%
6,936
-791
5 6
7
8 9