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
$870M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.56M
3
+$1.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
MJN
Mead Johnson Nutrition Company
MJN
+$903K

Top Sells

1
+$1.79M
2
+$1.64M
3
+$1.4M
4
AXP icon
American Express
AXP
+$1.05M
5
SYY icon
Sysco
SYY
+$774K

Sector Composition

1 Technology 6.26%
2 Healthcare 6.17%
3 Energy 5.51%
4 Industrials 4.72%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 1.87%
168,727
+1,065
2
$14.1M 1.62%
733,012
+13,244
3
$12M 1.38%
123,284
-1,887
4
$9.25M 1.06%
106,936
+4,119
5
$8.48M 0.97%
86,308
-2,910
6
$7.59M 0.87%
603,575
-25,622
7
$6.42M 0.74%
156,556
-1,824
8
$6.41M 0.74%
242,116
-2,943
9
$6.41M 0.74%
118,309
-5,948
10
$6.3M 0.72%
89,519
-1,607
11
$6.04M 0.69%
74,937
-1,106
12
$5.93M 0.68%
32,211
-846
13
$5.76M 0.66%
73,004
+3,108
14
$5.63M 0.65%
45,409
+191
15
$5.51M 0.63%
63,366
+2,327
16
$5.04M 0.58%
62,970
-1,430
17
$4.91M 0.56%
50,048
-784
18
$4.52M 0.52%
60,164
+4,890
19
$4.51M 0.52%
120,488
-1,952
20
$4.45M 0.51%
93,473
+1,367
21
$4.42M 0.51%
161,183
+6,877
22
$4.24M 0.49%
109,760
-6,626
23
$4.19M 0.48%
164,379
-3,240
24
$3.89M 0.45%
150,714
-3,708
25
$3.82M 0.44%
32,135
-1,268
1
2 3 4 5