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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.11M 0.05%
2,329
+313
177
$1.1M 0.05%
10,124
+754
178
$1.07M 0.05%
4,201
+367
179
$1.06M 0.05%
20,718
-46
180
$1.06M 0.05%
3,866
+545
181
$1.03M 0.05%
490
182
$1.02M 0.04%
13,629
+357
183
$1.01M 0.04%
2,592
+397
184
$994K 0.04%
13,227
-91
185
$981K 0.04%
25,876
+3,228
186
$972K 0.04%
4,235
-44
187
$967K 0.04%
5,466
+50
188
$966K 0.04%
25,695
+66
189
$963K 0.04%
16,579
190
$962K 0.04%
2,804
+2
191
$946K 0.04%
14,217
+795
192
$919K 0.04%
19,141
-655
193
$874K 0.04%
4,809
+58
194
$869K 0.04%
35,577
+5,704
195
$868K 0.04%
9,925
-4,257
196
$858K 0.04%
39,363
-13,131
197
$841K 0.04%
9,026
+370
198
$826K 0.04%
2,928
+403
199
$816K 0.04%
9,363
-1,406
200
$811K 0.04%
3,135
+238
6 7
8
9 10