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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.56M
3
+$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1
+$1.79M
2
+$1.64M
3
+$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$396K 0.05%
8,411
+372
177
$389K 0.04%
10,346
+718
178
$384K 0.04%
22,600
179
$379K 0.04%
8,500
-1,900
180
$378K 0.04%
6,856
+275
181
$375K 0.04%
3,340
182
$375K 0.04%
5,131
+987
183
$374K 0.04%
3,838
+475
184
$371K 0.04%
4,525
185
$367K 0.04%
32,064
+632
186
$358K 0.04%
3,427
-715
187
$357K 0.04%
5,268
-142
188
$354K 0.04%
7,490
189
$351K 0.04%
4,809
+17
190
$349K 0.04%
4,405
-35
191
$349K 0.04%
6,937
-28
192
$347K 0.04%
8,438
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193
$345K 0.04%
9,302
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194
$342K 0.04%
+12,025
195
$342K 0.04%
+11,434
196
$341K 0.04%
8,093
-1,606
197
$335K 0.04%
+7,119
198
$334K 0.04%
4,984
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199
$325K 0.04%
8,808
-166
200
$322K 0.04%
3,966
-900
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