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
$1.48B
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.83M
3
+$972K
4
KO icon
Coca-Cola
KO
+$858K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$767K

Top Sells

1
+$1.87M
2
+$1.73M
3
+$1.33M
4
WMT icon
Walmart
WMT
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Financials 6.31%
2 Technology 5.87%
3 Healthcare 4.26%
4 Communication Services 3.35%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$407K 0.03%
3,222
-900
202
$387K 0.03%
6,576
-3,151
203
$382K 0.03%
5,709
-200
204
$381K 0.03%
19,947
205
$380K 0.03%
1,976
-168
206
$375K 0.03%
2,373
-79
207
$370K 0.03%
1,246
208
$368K 0.02%
2,038
-63
209
$362K 0.02%
2,721
+6
210
$358K 0.02%
8,890
-736
211
$357K 0.02%
1,245
-40
212
$348K 0.02%
6,365
-1,193
213
$347K 0.02%
3,952
+701
214
$345K 0.02%
318
+14
215
$344K 0.02%
14,575
216
$343K 0.02%
18,697
-327
217
$341K 0.02%
+14,423
218
$334K 0.02%
3,335
219
$333K 0.02%
2,305
-426
220
$332K 0.02%
6,219
+419
221
$330K 0.02%
7,369
+2,000
222
$330K 0.02%
14,171
-1,416
223
$329K 0.02%
1,414
+215
224
$327K 0.02%
10,360
+4,174
225
$327K 0.02%
7,425
-2,475
7 8
9
10 11