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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$511K 0.03%
14,876
-4,150
202
$509K 0.03%
5,986
-212
203
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14,564
+3,130
204
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4,379
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205
$476K 0.03%
3,948
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206
$475K 0.03%
2,092
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207
$473K 0.03%
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208
$460K 0.03%
5,955
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209
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-1,094
210
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6,986
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211
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212
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213
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1,617
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214
$446K 0.03%
4,007
-402
215
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17,085
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216
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217
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218
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1,264
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219
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220
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221
$398K 0.02%
10,779
222
$395K 0.02%
22,612
-32,016
223
$395K 0.02%
1,571
-48
224
$392K 0.02%
1,171
-265
225
$391K 0.02%
6,648
-519
7 8
9
10 11