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
$879M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.2M
3
+$801K
4
KO icon
Coca-Cola
KO
+$795K
5
TWX
Time Warner Inc
TWX
+$707K

Top Sells

1
+$4.45M
2
+$1.92M
3
+$1.88M
4
PTR
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
+$1.53M
5
ABBV icon
AbbVie
ABBV
+$1.34M

Sector Composition

1 Technology 6.62%
2 Healthcare 5.96%
3 Energy 5.52%
4 Consumer Staples 4.76%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$326K 0.04%
13,228
+1,036
202
$324K 0.04%
5,399
-31,385
203
$312K 0.04%
15,593
204
$312K 0.04%
21,217
-921
205
$310K 0.04%
20,439
+1,784
206
$308K 0.04%
7,425
-140
207
$308K 0.04%
2,635
-705
208
$308K 0.04%
5,974
+382
209
$308K 0.04%
5,461
+31
210
$306K 0.03%
13,196
+731
211
$304K 0.03%
14,606
-1,846
212
$301K 0.03%
5,896
+37
213
$293K 0.03%
3,077
-300
214
$291K 0.03%
5,824
-269
215
$291K 0.03%
+2,617
216
$286K 0.03%
9,604
-452
217
$286K 0.03%
3,272
-314
218
$285K 0.03%
2,900
219
$282K 0.03%
4,217
-71
220
$279K 0.03%
3,825
-411
221
$278K 0.03%
18,186
-546
222
$276K 0.03%
6,316
-557
223
$275K 0.03%
+3,120
224
$275K 0.03%
7,469
+403
225
$273K 0.03%
6,000
+204
7 8
9
10 11