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
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.59M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
AET
Aetna Inc
AET
+$1.26M

Top Sells

1
+$2.34M
2
+$1.69M
3
+$1.27M
4
FAST icon
Fastenal
FAST
+$1.06M
5
KO icon
Coca-Cola
KO
+$1.03M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$379K 0.04%
15,593
202
$378K 0.04%
5,161
-120
203
$376K 0.04%
+5,685
204
$372K 0.04%
29,280
-920
205
$367K 0.04%
8,697
+552
206
$360K 0.04%
+18,760
207
$357K 0.04%
5,887
+319
208
$355K 0.04%
+8,901
209
$354K 0.04%
7,096
-3,816
210
$350K 0.04%
10,138
-411
211
$345K 0.04%
9,240
-10,081
212
$345K 0.04%
10,913
+3,136
213
$345K 0.04%
4,303
-3,844
214
$342K 0.04%
5,990
215
$333K 0.04%
5,872
-3,050
216
$326K 0.03%
2,635
217
$326K 0.03%
4,485
-202
218
$326K 0.03%
16,822
219
$323K 0.03%
4,437
-105
220
$321K 0.03%
18,898
+1,086
221
$321K 0.03%
3,124
-70
222
$315K 0.03%
3,571
-915
223
$314K 0.03%
18,056
+3,559
224
$309K 0.03%
+25,018
225
$307K 0.03%
2,506
+84
7 8
9
10 11