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
$1.86B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$659K
3
+$475K
4
KMB icon
Kimberly-Clark
KMB
+$471K
5
MA icon
Mastercard
MA
+$463K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$893K
5
KO icon
Coca-Cola
KO
+$793K

Sector Composition

1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$580K 0.03%
10,779
202
$578K 0.03%
13,607
-1,269
203
$577K 0.03%
3,170
+111
204
$573K 0.03%
9,564
+818
205
$559K 0.03%
6,129
-540
206
$545K 0.03%
5,187
+461
207
$541K 0.03%
4,070
+122
208
$539K 0.03%
5,517
-10
209
$529K 0.03%
17,481
+396
210
$516K 0.03%
2,650
211
$516K 0.03%
5,824
-143
212
$515K 0.03%
2,107
+15
213
$507K 0.03%
1,617
214
$503K 0.03%
7,087
+734
215
$499K 0.03%
9,394
-185
216
$493K 0.03%
9,831
+253
217
$485K 0.03%
3,665
+25
218
$481K 0.03%
4,116
-1,344
219
$473K 0.03%
2,661
+80
220
$470K 0.03%
2,100
+42
221
$465K 0.03%
6,189
-1,614
222
$463K 0.03%
1,329
+65
223
$456K 0.02%
5,335
-620
224
$440K 0.02%
2,453
+58
225
$440K 0.02%
1,695
-53
7 8
9
10 11