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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$776K 0.04%
4,892
+379
202
$768K 0.04%
3,448
+395
203
$734K 0.03%
3,173
+245
204
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14,035
+3,578
205
$717K 0.03%
5,241
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206
$712K 0.03%
1,714
+5
207
$708K 0.03%
8,557
-806
208
$707K 0.03%
8,271
-2,030
209
$707K 0.03%
5,985
+239
210
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1,938
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211
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2,734
212
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11,794
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213
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4,404
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214
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11,382
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215
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7,948
-672
216
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217
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4,228
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218
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5,779
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219
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10,905
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220
$655K 0.03%
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221
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6,240
-36
222
$636K 0.03%
2,855
+5
223
$631K 0.03%
2,524
-506
224
$627K 0.03%
2,076
+601
225
$623K 0.03%
3,481
+213
7 8
9
10 11