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
$852M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.06M
3
+$1.06M
4
VTR icon
Ventas
VTR
+$881K
5
MTB icon
M&T Bank
MTB
+$670K

Top Sells

1
+$1.16M
2
+$590K
3
+$513K
4
XOM icon
Exxon Mobil
XOM
+$513K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$505K

Sector Composition

1 Healthcare 6.71%
2 Technology 6.53%
3 Energy 5.65%
4 Consumer Staples 5.27%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$313K 0.04%
15,593
202
$312K 0.04%
7,063
-385
203
$311K 0.04%
1,890
+24
204
$309K 0.04%
31,976
-344
205
$305K 0.04%
2,403
-449
206
$303K 0.04%
4,534
+363
207
$301K 0.04%
7,490
+55
208
$300K 0.04%
5,332
+603
209
$296K 0.03%
20,357
210
$295K 0.03%
11,935
-1,045
211
$288K 0.03%
4,609
-92
212
$284K 0.03%
20,262
-956
213
$282K 0.03%
7,839
214
$280K 0.03%
3,701
-238
215
$279K 0.03%
5,728
+353
216
$276K 0.03%
3,605
-57
217
$271K 0.03%
4,825
+636
218
$271K 0.03%
8,621
+1,608
219
$267K 0.03%
5,703
-760
220
$264K 0.03%
4,341
+42
221
$260K 0.03%
3,255
222
$259K 0.03%
1,537
-4
223
$259K 0.03%
2,625
224
$259K 0.03%
11,168
-135
225
$255K 0.03%
16,632
-2,933
7 8
9
10 11