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
$2.15B
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.77M
3
+$973K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$926K
5
MRNA icon
Moderna
MRNA
+$840K

Top Sells

1
+$4.2M
2
+$1.68M
3
+$1M
4
GPN icon
Global Payments
GPN
+$970K
5
UNH icon
UnitedHealth
UNH
+$960K

Sector Composition

1 Technology 8.06%
2 Financials 5.47%
3 Healthcare 4.29%
4 Consumer Discretionary 4.07%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$747K 0.03%
+14,164
202
$739K 0.03%
4,751
-344
203
$737K 0.03%
3,764
-247
204
$729K 0.03%
29,873
+9,994
205
$716K 0.03%
+11,389
206
$715K 0.03%
11,307
207
$701K 0.03%
5,102
+15
208
$689K 0.03%
4,179
+222
209
$687K 0.03%
9,437
+127
210
$672K 0.03%
902
-168
211
$668K 0.03%
7,089
212
$664K 0.03%
4,444
+819
213
$660K 0.03%
1,674
+80
214
$636K 0.03%
2,897
+1,411
215
$627K 0.03%
4,235
+563
216
$626K 0.03%
10,128
+10
217
$619K 0.03%
6,851
-851
218
$614K 0.03%
8,656
+680
219
$614K 0.03%
5,131
-1,560
220
$613K 0.03%
5,857
-302
221
$610K 0.03%
5,111
-38
222
$606K 0.03%
1,468
+110
223
$605K 0.03%
2,525
+3
224
$598K 0.03%
3,116
-58
225
$597K 0.03%
1,994
+24
7 8
9
10 11