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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.56M
3
+$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1
+$1.79M
2
+$1.64M
3
+$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$321K 0.04%
4,221
-706
202
$321K 0.04%
21,875
+915
203
$320K 0.04%
5,589
-662
204
$318K 0.04%
+16,505
205
$318K 0.04%
15,593
206
$318K 0.04%
2,763
+124
207
$309K 0.04%
6,761
+366
208
$309K 0.04%
2,900
-100
209
$308K 0.04%
+11,852
210
$306K 0.04%
3,417
+342
211
$302K 0.03%
17,412
-1,050
212
$302K 0.03%
4,080
+375
213
$299K 0.03%
5,709
-396
214
$297K 0.03%
5,584
-1,380
215
$292K 0.03%
5,223
-260
216
$290K 0.03%
5,066
+241
217
$286K 0.03%
10,455
+507
218
$286K 0.03%
12,131
+513
219
$285K 0.03%
8,694
+1,573
220
$285K 0.03%
17,608
+885
221
$283K 0.03%
4,314
+45
222
$282K 0.03%
5,579
-347
223
$280K 0.03%
+9,556
224
$279K 0.03%
4,577
-465
225
$274K 0.03%
6,186
+386
7 8
9
10 11