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
$1.48B
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.83M
3
+$972K
4
KO icon
Coca-Cola
KO
+$858K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$767K

Top Sells

1
+$1.87M
2
+$1.73M
3
+$1.33M
4
WMT icon
Walmart
WMT
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Financials 6.31%
2 Technology 5.87%
3 Healthcare 4.26%
4 Communication Services 3.35%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$579K 0.04%
7,133
-120
177
$574K 0.04%
10,383
-574
178
$565K 0.04%
7,610
+128
179
$550K 0.04%
5,523
+12
180
$530K 0.04%
4,739
-264
181
$523K 0.04%
9,798
-56
182
$511K 0.03%
24,115
+1,902
183
$510K 0.03%
6,937
184
$496K 0.03%
2,245
+79
185
$496K 0.03%
28,624
-300
186
$492K 0.03%
5,621
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187
$484K 0.03%
14,087
+1,152
188
$470K 0.03%
9,852
-555
189
$466K 0.03%
7,996
190
$462K 0.03%
2,398
191
$452K 0.03%
4,222
+6
192
$440K 0.03%
7,644
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193
$440K 0.03%
6,165
-1,950
194
$422K 0.03%
4,695
-41
195
$420K 0.03%
4,592
-103
196
$419K 0.03%
2,874
+297
197
$418K 0.03%
5,029
+22
198
$415K 0.03%
14,302
-332
199
$411K 0.03%
1,488
+151
200
$409K 0.03%
5,419
+1,447
6 7
8
9 10