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
$2.71B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$2.95M
3
+$2.54M
4
BTI icon
British American Tobacco
BTI
+$2.21M
5
GSK icon
GSK
GSK
+$1.8M

Top Sells

1
+$6.02M
2
+$1.89M
3
+$1.86M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.78M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M

Sector Composition

1 Technology 11.78%
2 Financials 5.9%
3 Consumer Discretionary 4.02%
4 Communication Services 3.91%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.13M 0.04%
2,119
-221
202
$1.13M 0.04%
27,200
-1,178
203
$1.13M 0.04%
8,570
-11
204
$1.12M 0.04%
4,904
-29
205
$1.12M 0.04%
16,042
+790
206
$1.12M 0.04%
11,109
-90
207
$1.12M 0.04%
1,458
-31
208
$1.11M 0.04%
7,257
+4,531
209
$1.11M 0.04%
6,180
-634
210
$1.11M 0.04%
25,288
+994
211
$1.1M 0.04%
2,684
+458
212
$1.1M 0.04%
17,488
-632
213
$1.1M 0.04%
13,080
-4,853
214
$1.09M 0.04%
3,898
+753
215
$1.08M 0.04%
4,753
-81
216
$1.07M 0.04%
3,397
+229
217
$1.06M 0.04%
18,005
-1,653
218
$1.05M 0.04%
14,962
+4,242
219
$1.05M 0.04%
12,007
+1,207
220
$1.04M 0.04%
7,471
+1,208
221
$1.03M 0.04%
4,660
+527
222
$1.03M 0.04%
6,446
+162
223
$1.02M 0.04%
17,666
-9,911
224
$1.01M 0.04%
2,155
+702
225
$995K 0.04%
11,687
+189
7 8
9
10 11