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
$852M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.06M
3
+$1.06M
4
VTR icon
Ventas
VTR
+$881K
5
MTB icon
M&T Bank
MTB
+$670K

Top Sells

1
+$1.16M
2
+$590K
3
+$513K
4
XOM icon
Exxon Mobil
XOM
+$513K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$505K

Sector Composition

1 Healthcare 6.71%
2 Technology 6.53%
3 Energy 5.65%
4 Consumer Staples 5.27%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$405K 0.05%
4,377
-401
177
$405K 0.05%
11,235
+4,289
178
$403K 0.05%
10,672
-13,378
179
$394K 0.05%
6,465
+2,816
180
$386K 0.05%
4,128
181
$382K 0.04%
6,415
-8,614
182
$374K 0.04%
5,840
183
$371K 0.04%
4,866
184
$371K 0.04%
+9,490
185
$365K 0.04%
22,600
186
$359K 0.04%
12,534
+1,766
187
$357K 0.04%
5,187
-229
188
$355K 0.04%
8,258
+322
189
$353K 0.04%
6,956
-526
190
$350K 0.04%
9,289
-470
191
$349K 0.04%
1,538
-30
192
$345K 0.04%
4,936
-62
193
$344K 0.04%
5,410
194
$338K 0.04%
3,340
195
$337K 0.04%
19,974
-3,875
196
$336K 0.04%
3,678
197
$324K 0.04%
4,525
198
$324K 0.04%
14,442
+2,306
199
$321K 0.04%
8,565
-680
200
$319K 0.04%
10,400
6 7
8
9 10