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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$588K 0.04%
7,802
-860
177
$588K 0.04%
11,666
-1,834
178
$587K 0.04%
+22,420
179
$579K 0.04%
27,784
+552
180
$568K 0.04%
12,366
+219
181
$566K 0.04%
13,429
-39
182
$566K 0.04%
10,305
+819
183
$559K 0.04%
5,622
+505
184
$554K 0.04%
2,654
-47
185
$553K 0.04%
8,015
+250
186
$543K 0.04%
4,636
-87
187
$543K 0.04%
15,993
188
$532K 0.04%
9,390
+86
189
$527K 0.04%
2,370
-220
190
$526K 0.04%
6,196
+1,223
191
$524K 0.04%
8,964
+493
192
$519K 0.04%
3,867
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193
$519K 0.04%
3,327
+803
194
$517K 0.04%
4,059
-128
195
$517K 0.04%
6,378
+276
196
$516K 0.04%
7,265
197
$513K 0.04%
+3,574
198
$510K 0.04%
7,022
+1,261
199
$509K 0.04%
23,188
+1,260
200
$499K 0.04%
17,084
+185
6 7
8
9 10