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
$852M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.06M
3
+$1.06M
4
VTR icon
Ventas
VTR
+$881K
5
MTB icon
M&T Bank
MTB
+$670K

Top Sells

1
+$1.16M
2
+$590K
3
+$513K
4
XOM icon
Exxon Mobil
XOM
+$513K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$505K

Sector Composition

1 Healthcare 6.71%
2 Technology 6.53%
3 Energy 5.65%
4 Consumer Staples 5.27%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 1.97%
194,856
+23,852
2
$14M 1.65%
824,768
+20,524
3
$11.2M 1.32%
130,306
-5,961
4
$9.17M 1.08%
105,773
-892
5
$8.61M 1.01%
110,119
+51,230
6
$7.98M 0.94%
114,831
-648
7
$7.42M 0.87%
635,166
-50,508
8
$7.35M 0.86%
41,513
-958
9
$7.15M 0.84%
279,964
-19,210
10
$6.68M 0.78%
88,366
-2,646
11
$6.57M 0.77%
144,514
-646
12
$6.26M 0.74%
188,069
-6,648
13
$6.01M 0.71%
62,471
-451
14
$5.63M 0.66%
148,748
-3,109
15
$5.28M 0.62%
214,113
-5,958
16
$5.24M 0.62%
45,757
-103
17
$5.11M 0.6%
148,777
-421
18
$5.08M 0.6%
108,926
-2,569
19
$5.03M 0.59%
74,725
+546
20
$5.01M 0.59%
77,681
-1,165
21
$5M 0.59%
111,750
-752
22
$4.82M 0.57%
134,369
-4,020
23
$4.43M 0.52%
61,139
+395
24
$4.37M 0.51%
170,752
-1,057
25
$4.26M 0.5%
35,055
+160
1
2 3 4 5