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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$498K 0.04%
1,565
+136
202
$498K 0.04%
7,881
-402
203
$497K 0.04%
7,495
+87
204
$495K 0.04%
4,934
-78
205
$494K 0.03%
6,357
-523
206
$492K 0.03%
+48,188
207
$491K 0.03%
5,960
+911
208
$490K 0.03%
11,743
+95
209
$488K 0.03%
6,993
+464
210
$486K 0.03%
28,610
+615
211
$474K 0.03%
9,900
212
$472K 0.03%
5,144
-2
213
$471K 0.03%
2,775
+428
214
$468K 0.03%
25,834
-1,817
215
$466K 0.03%
71,885
+2,220
216
$465K 0.03%
15,633
+209
217
$463K 0.03%
114,045
+118
218
$458K 0.03%
2,413
+209
219
$450K 0.03%
6,453
-393
220
$448K 0.03%
10,181
-889
221
$446K 0.03%
4,636
+700
222
$445K 0.03%
9,462
+417
223
$444K 0.03%
+1,897
224
$441K 0.03%
3,244
+311
225
$439K 0.03%
4,570
-28
7 8
9
10 11