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
$2.71B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$2.95M
3
+$2.54M
4
BTI icon
British American Tobacco
BTI
+$2.21M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

1
+$6.02M
2
+$1.89M
3
+$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.78M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M

Sector Composition

1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.8M 0.07%
13,507
-2,368
152
$1.79M 0.07%
17,491
-1,716
153
$1.79M 0.07%
5,104
-71
154
$1.79M 0.07%
13,293
-107
155
$1.78M 0.07%
10,866
-109
156
$1.74M 0.06%
13,015
157
$1.72M 0.06%
4,583
+415
158
$1.72M 0.06%
14,111
+21
159
$1.71M 0.06%
59,072
-29,098
160
$1.7M 0.06%
11,375
+239
161
$1.7M 0.06%
8,308
-868
162
$1.64M 0.06%
23,636
-7,553
163
$1.64M 0.06%
9,875
+256
164
$1.61M 0.06%
10,608
-368
165
$1.61M 0.06%
20,132
+1,594
166
$1.61M 0.06%
12,176
-925
167
$1.6M 0.06%
15,844
-2,297
168
$1.6M 0.06%
23,441
-717
169
$1.57M 0.06%
5,023
+41
170
$1.56M 0.06%
1,332
-15
171
$1.55M 0.06%
14,151
+1,511
172
$1.54M 0.06%
13,949
-493
173
$1.51M 0.06%
7,092
+4,200
174
$1.49M 0.06%
13,629
+4,356
175
$1.48M 0.05%
70,816
-8,072
5 6
7
8 9