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
$947M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.59M
3
+$1.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M
5
AET
Aetna Inc
AET
+$1.26M

Top Sells

1
+$2.34M
2
+$1.69M
3
+$1.27M
4
FAST icon
Fastenal
FAST
+$1.06M
5
KO icon
Coca-Cola
KO
+$1.03M

Sector Composition

1 Technology 6.15%
2 Healthcare 5.95%
3 Consumer Staples 4.54%
4 Energy 4.3%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.2M 2.14%
650,452
-21,040
2
$15.9M 1.68%
154,692
-6,060
3
$13.3M 1.4%
134,138
+13,286
4
$8.61M 0.91%
101,242
-10,270
5
$7.4M 0.78%
73,595
-3,636
6
$6.63M 0.7%
80,953
-6,390
7
$6.2M 0.65%
59,106
+187
8
$5.99M 0.63%
86,323
+6,167
9
$5.97M 0.63%
68,857
+5,707
10
$5.78M 0.61%
234,483
+6,596
11
$5.78M 0.61%
105,342
-6,748
12
$5.71M 0.6%
140,370
-7,065
13
$5.56M 0.59%
114,261
+13,863
14
$5.5M 0.58%
56,420
-8,302
15
$5.37M 0.57%
107,400
-6,178
16
$5.13M 0.54%
43,171
+852
17
$5.05M 0.53%
57,971
+2,596
18
$4.61M 0.49%
167,779
+28,097
19
$4.2M 0.44%
134,217
-9,996
20
$4.18M 0.44%
119,442
-3,268
21
$4.17M 0.44%
39,722
+3,407
22
$4.16M 0.44%
102,548
-25,274
23
$4.1M 0.43%
118,888
+2,834
24
$3.98M 0.42%
39,979
-2,225
25
$3.73M 0.39%
64,626
+4,572
1
2 3 4 5