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
$1.13B
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$1.86M
3 +$1.65M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.55M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Top Sells

1 +$2.82M
2 +$861K
3 +$762K
4
UL icon
Unilever
UL
+$633K
5
AMSG
Amsurg Corp
AMSG
+$565K

Sector Composition

1 Financials 6.72%
2 Healthcare 5.19%
3 Technology 5.01%
4 Consumer Staples 4.54%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$35M 3.1%
1,863,771
-1,505
2
$17.6M 1.56%
608,620
-2,464
3
$16.7M 1.48%
149,017
+32,234
4
$15.9M 1.4%
151,281
+642
5
$11.9M 1.05%
132,029
+656
6
$10.3M 0.91%
165,047
+91
7
$8.92M 0.79%
77,428
-2,222
8
$8.69M 0.77%
270,640
+1,289
9
$7.92M 0.7%
148,472
+626
10
$7.73M 0.68%
114,342
+9,692
11
$6.96M 0.62%
60,489
+6,878
12
$6.87M 0.61%
81,746
-498
13
$6.09M 0.54%
108,480
-13,561
14
$5.86M 0.52%
56,220
-674
15
$5.46M 0.48%
36,059
+2,530
16
$5.38M 0.48%
143,322
-3,138
17
$5.34M 0.47%
85,279
-1,007
18
$5.05M 0.45%
55,225
+3,277
19
$4.94M 0.44%
119,231
+23,490
20
$4.67M 0.41%
39,693
-360
21
$4.66M 0.41%
104,116
+41,684
22
$4.65M 0.41%
38,206
+7,935
23
$4.38M 0.39%
50,778
-3,235
24
$3.91M 0.35%
50,086
+104
25
$3.79M 0.34%
93,664
-3,511