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
$1.86B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$659K
3
+$475K
4
KMB icon
Kimberly-Clark
KMB
+$471K
5
MA icon
Mastercard
MA
+$463K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$893K
5
KO icon
Coca-Cola
KO
+$793K

Sector Composition

1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$800K 0.04%
6,748
+268
177
$780K 0.04%
2,719
+239
178
$761K 0.04%
4,774
+247
179
$751K 0.04%
7,601
-558
180
$748K 0.04%
9,952
+1,347
181
$732K 0.04%
9,140
+320
182
$723K 0.04%
10,547
+3,447
183
$719K 0.04%
10,406
-16
184
$696K 0.04%
15,455
-1,146
185
$682K 0.04%
3,395
+142
186
$680K 0.04%
21,368
-2,788
187
$680K 0.04%
12,102
+779
188
$653K 0.04%
4,729
+350
189
$651K 0.04%
4,256
-99
190
$642K 0.03%
2,758
-13
191
$631K 0.03%
1,761
+26
192
$620K 0.03%
2,504
+85
193
$614K 0.03%
11,722
-288
194
$608K 0.03%
10,753
-2,301
195
$603K 0.03%
2,988
+133
196
$601K 0.03%
507
+58
197
$588K 0.03%
4,658
-421
198
$586K 0.03%
7,293
+307
199
$586K 0.03%
12,390
-540
200
$582K 0.03%
15,115
6 7
8
9 10