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
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.4M 0.05%
8,518
-1,496
177
$1.38M 0.05%
11,789
-161
178
$1.36M 0.05%
6,774
179
$1.34M 0.05%
7,598
+547
180
$1.33M 0.05%
+35,376
181
$1.31M 0.05%
6,841
+180
182
$1.3M 0.05%
11,533
-170
183
$1.29M 0.05%
9,440
+1,890
184
$1.29M 0.05%
9,066
-13,790
185
$1.27M 0.05%
8,876
-15
186
$1.27M 0.05%
13,840
+300
187
$1.27M 0.05%
4,005
-291
188
$1.27M 0.05%
5,876
-16
189
$1.26M 0.05%
22,349
-1,275
190
$1.25M 0.05%
3,486
+91
191
$1.25M 0.05%
7,334
+646
192
$1.24M 0.05%
33,824
-871
193
$1.24M 0.05%
9,641
+1,293
194
$1.23M 0.05%
12,748
-306
195
$1.23M 0.05%
3,153
-3,048
196
$1.18M 0.05%
4,969
+1,527
197
$1.18M 0.04%
2,748
+135
198
$1.16M 0.04%
1,866
+47
199
$1.15M 0.04%
5,096
+294
200
$1.14M 0.04%
7,203
+489
6 7
8
9 10