FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$829K 0.05%
18,944
-2
177
$826K 0.05%
13,112
178
$812K 0.05%
11,300
+2,502
179
$805K 0.05%
490
+21
180
$804K 0.05%
6,640
-37
181
$791K 0.05%
1,437
+40
182
$789K 0.05%
13,203
+824
183
$783K 0.05%
3,264
-114
184
$781K 0.05%
29,368
+1,764
185
$781K 0.05%
21,489
+582
186
$765K 0.05%
10,290
-1,529
187
$750K 0.04%
350
-36
188
$748K 0.04%
2,095
+81
189
$726K 0.04%
12,076
+1,702
190
$725K 0.04%
4,524
-276
191
$718K 0.04%
7,761
+480
192
$707K 0.04%
18,591
+4,196
193
$695K 0.04%
13,187
-281
194
$685K 0.04%
25,686
+1,248
195
$674K 0.04%
4,537
-32
196
$670K 0.04%
17,374
+658
197
$661K 0.04%
7,360
+1,515
198
$659K 0.04%
15,802
+1,439
199
$654K 0.04%
7,974
+484
200
$650K 0.04%
8,353
+1,062
6 7
8
9 10