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
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.12M 0.04%
19,460
-18,061
202
$1.12M 0.04%
11,664
+8,398
203
$1.12M 0.04%
2,874
-553
204
$1.08M 0.04%
9,095
+6,753
205
$1.06M 0.04%
4,042
+3
206
$1.05M 0.04%
2,845
-22
207
$1.05M 0.04%
2,429
-104
208
$1.04M 0.04%
30,156
+192
209
$1.04M 0.04%
20,400
+2,759
210
$1.03M 0.04%
4,973
-55
211
$1.03M 0.04%
28,378
212
$1.02M 0.04%
7,617
+4,912
213
$1.02M 0.04%
7,846
-1,229
214
$998K 0.04%
19,121
-420
215
$993K 0.04%
6,179
-682
216
$982K 0.04%
7,521
+808
217
$978K 0.04%
4,206
+576
218
$971K 0.04%
+20,672
219
$969K 0.04%
11,649
+6,891
220
$967K 0.04%
5,425
+103
221
$964K 0.04%
8,377
-189
222
$959K 0.04%
3,173
-86
223
$956K 0.04%
84,387
-27,487
224
$952K 0.04%
9,175
+2,926
225
$938K 0.04%
5,761
+189
7 8
9
10 11