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
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.59M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
AET
Aetna Inc
AET
+$1.26M

Top Sells

1
+$2.34M
2
+$1.69M
3
+$1.27M
4
FAST icon
Fastenal
FAST
+$1.06M
5
KO icon
Coca-Cola
KO
+$1.03M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$481K 0.05%
25,360
-740
177
$481K 0.05%
7,556
+183
178
$467K 0.05%
4,188
179
$465K 0.05%
7,145
+152
180
$464K 0.05%
33,114
+1,278
181
$464K 0.05%
6,111
+237
182
$462K 0.05%
6,676
183
$456K 0.05%
7,100
-3,000
184
$448K 0.05%
+11,912
185
$445K 0.05%
30,176
-648
186
$429K 0.05%
9,035
-800
187
$415K 0.04%
10,723
+278
188
$415K 0.04%
9,852
+62
189
$412K 0.04%
5,700
-8
190
$411K 0.04%
+8,968
191
$411K 0.04%
37,155
-39,376
192
$411K 0.04%
10,607
+1,026
193
$408K 0.04%
6,839
+279
194
$403K 0.04%
6,023
-1,875
195
$400K 0.04%
4,808
-95
196
$394K 0.04%
6,233
+55
197
$389K 0.04%
+9,750
198
$387K 0.04%
5,482
-158
199
$385K 0.04%
3,968
+73
200
$382K 0.04%
4,032
-87
6 7
8
9 10