FB

Fulton Bank Portfolio holdings

AUM $2.89B
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$637K 0.04%
3,084
+350
202
$616K 0.04%
2,793
+105
203
$616K 0.04%
6,039
+58
204
$608K 0.04%
4,491
+328
205
$601K 0.04%
6,983
-969
206
$591K 0.04%
3,263
+155
207
$588K 0.04%
1,753
+103
208
$572K 0.03%
21,879
+2,045
209
$563K 0.03%
6,565
+545
210
$561K 0.03%
5,195
+201
211
$559K 0.03%
7,040
212
$559K 0.03%
7,347
-3,661
213
$554K 0.03%
4,931
-4
214
$551K 0.03%
3,355
+616
215
$533K 0.03%
14,878
+558
216
$532K 0.03%
2,505
-267
217
$526K 0.03%
17,046
-72
218
$524K 0.03%
11,442
+60
219
$523K 0.03%
6,380
+584
220
$520K 0.03%
6,879
-1,981
221
$516K 0.03%
3,308
-8
222
$511K 0.03%
8,372
+281
223
$510K 0.03%
1,124
+109
224
$500K 0.03%
2,538
+247
225
$499K 0.03%
6,610
+1,050
7 8
9
10 11