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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$807K 0.04%
9,595
+158
202
$801K 0.04%
2,734
+23
203
$786K 0.03%
+15,479
204
$781K 0.03%
5,776
+315
205
$753K 0.03%
4,513
+69
206
$746K 0.03%
1,709
+35
207
$742K 0.03%
10,315
+240
208
$722K 0.03%
1,346
+70
209
$720K 0.03%
3,053
+454
210
$719K 0.03%
11,307
211
$717K 0.03%
11,558
+1,183
212
$717K 0.03%
1,802
+185
213
$711K 0.03%
8,620
+987
214
$711K 0.03%
5,222
+120
215
$690K 0.03%
5,840
+640
216
$684K 0.03%
15,964
-604
217
$677K 0.03%
2,187
+531
218
$673K 0.03%
8,321
+12
219
$669K 0.03%
3,268
+436
220
$669K 0.03%
5,035
-76
221
$661K 0.03%
3,035
-729
222
$660K 0.03%
1,753
+285
223
$659K 0.03%
10,301
+173
224
$653K 0.03%
25,830
-275
225
$634K 0.03%
6,172
-679
7 8
9
10 11