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
$984M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.28M
3
+$1.3M
4
MNST icon
Monster Beverage
MNST
+$1.23M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.19M

Top Sells

1
+$2.43M
2
+$2.24M
3
+$1.82M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.82M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$1.71M

Sector Composition

1 Consumer Staples 5.76%
2 Healthcare 5.71%
3 Technology 5.69%
4 Communication Services 5.04%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 1.79%
646,076
-9,612
2
$12M 1.22%
120,359
-18,273
3
$10.9M 1.11%
110,183
-9,311
4
$10.7M 1.09%
128,339
-6,397
5
$8.43M 0.86%
152,692
+12,043
6
$8.34M 0.85%
77,043
+1,832
7
$8.22M 0.84%
277,787
+20,198
8
$7.88M 0.8%
145,712
+19,964
9
$6.84M 0.7%
83,083
-5,656
10
$6.61M 0.67%
105,533
+300
11
$6.38M 0.65%
64,236
+982
12
$6.28M 0.64%
55,046
+8,900
13
$6.25M 0.64%
41,035
-626
14
$5.67M 0.58%
99,108
-39,233
15
$5.4M 0.55%
107,004
+4,431
16
$5.37M 0.55%
137,072
+7,346
17
$5.05M 0.51%
51,520
+566
18
$4.66M 0.47%
59,364
-1,450
19
$4.45M 0.45%
72,298
+1,682
20
$4.32M 0.44%
85,819
-15,111
21
$4.27M 0.43%
38,023
+5,924
22
$4.16M 0.42%
72,831
+55,863
23
$4.16M 0.42%
89,577
-3,297
24
$4.07M 0.41%
53,216
-14,348
25
$4.03M 0.41%
58,641
-17,657
1
2 3 4 5