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
$1.29B
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$729K
3
+$632K
4
AMZN icon
Amazon
AMZN
+$532K
5
CMCSA icon
Comcast
CMCSA
+$523K

Top Sells

1
+$974K
2
+$965K
3
+$793K
4
ESRX
Express Scripts Holding Company
ESRX
+$719K
5
SO icon
Southern Company
SO
+$708K

Sector Composition

1 Financials 6.2%
2 Healthcare 5%
3 Technology 4.84%
4 Communication Services 3.9%
5 Consumer Staples 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.3M 2.75%
1,858,312
-1,094
2
$20.4M 1.59%
567,520
-12,408
3
$20M 1.55%
171,477
-395
4
$18.3M 1.42%
153,983
-1,743
5
$11.2M 0.87%
162,553
-622
6
$10.2M 0.8%
126,762
+2,278
7
$9.46M 0.74%
71,484
+704
8
$8.98M 0.7%
59,491
+1,205
9
$8.37M 0.65%
112,414
-4,228
10
$7.94M 0.62%
51,861
-3,152
11
$7.09M 0.55%
248,924
-2,624
12
$6.31M 0.49%
103,206
+1,745
13
$6.13M 0.48%
136,667
+19,357
14
$5.98M 0.47%
82,484
-1,519
15
$5.81M 0.45%
130,017
-120
16
$5.68M 0.44%
48,389
-2,707
17
$5.49M 0.43%
62,976
-11,179
18
$5.46M 0.42%
51,385
-4,131
19
$5.38M 0.42%
112,024
-7,476
20
$4.73M 0.37%
45,305
+6,987
21
$4.7M 0.37%
51,429
-1,930
22
$4.54M 0.35%
97,580
+2,140
23
$4.5M 0.35%
124,738
-16,496
24
$4.42M 0.34%
47,089
+751
25
$4.14M 0.32%
86,457
-5,619
1
2 3 4 5