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
$879M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.2M
3
+$801K
4
KO icon
Coca-Cola
KO
+$795K
5
TWX
Time Warner Inc
TWX
+$707K

Top Sells

1
+$4.45M
2
+$1.92M
3
+$1.88M
4
PTR
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
+$1.53M
5
ABBV icon
AbbVie
ABBV
+$1.34M

Sector Composition

1 Technology 6.62%
2 Healthcare 5.96%
3 Energy 5.52%
4 Consumer Staples 4.76%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 1.9%
664,564
-39,584
2
$14.1M 1.6%
140,460
-871
3
$10.6M 1.2%
112,554
-10,268
4
$9M 1.02%
84,467
-886
5
$7.66M 0.87%
83,615
-11,704
6
$7.42M 0.84%
88,547
+14,423
7
$6.86M 0.78%
147,928
-3,407
8
$6.35M 0.72%
112,198
-3,601
9
$6.2M 0.71%
65,398
+5,860
10
$6.07M 0.69%
227,907
+6,750
11
$6M 0.68%
33,085
+1,129
12
$5.91M 0.67%
77,178
-15,505
13
$5.9M 0.67%
78,884
+7,106
14
$5.65M 0.64%
122,964
+1,991
15
$5.35M 0.61%
60,065
-1,946
16
$5.32M 0.6%
124,612
+18,640
17
$5.19M 0.59%
42,247
-3,388
18
$5.13M 0.58%
102,543
+3,597
19
$5M 0.57%
143,532
-7,484
20
$4.64M 0.53%
158,588
+1,239
21
$4.49M 0.51%
176,142
+12,600
22
$4.34M 0.49%
61,499
+928
23
$3.89M 0.44%
36,530
-3,248
24
$3.82M 0.43%
31,990
-1,737
25
$3.78M 0.43%
129,976
-3,730
1
2 3 4 5