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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.3M
3
+$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1
+$2.88M
2
+$2.83M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$818K 0.04%
2,719
177
$816K 0.04%
3,318
+36
178
$797K 0.04%
10,199
-290
179
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11,082
+329
180
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10,992
+586
181
$786K 0.04%
8,219
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182
$780K 0.04%
4,252
-4
183
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+1,272
184
$750K 0.04%
+5,331
185
$746K 0.04%
15,792
+2,185
186
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3,188
+18
187
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11,320
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188
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3,237
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189
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1,820
+59
190
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15,003
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194
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195
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196
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197
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198
$652K 0.03%
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199
$652K 0.03%
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200
$646K 0.03%
11,927
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