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
$1.42B
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.28M
3
+$1.1M
4
PSA icon
Public Storage
PSA
+$846K
5
CMI icon
Cummins
CMI
+$840K

Top Sells

1
+$1.96M
2
+$1.57M
3
+$1.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.15M
5
ED icon
Consolidated Edison
ED
+$952K

Sector Composition

1 Financials 6.23%
2 Technology 5.39%
3 Healthcare 4.33%
4 Communication Services 3.82%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.3M 2.36%
1,862,155
+6,000
2
$23.9M 1.69%
564,424
+4,480
3
$18.9M 1.34%
152,379
-5,380
4
$18.7M 1.32%
138,829
-8,533
5
$13.7M 0.97%
160,039
+1,120
6
$10M 0.71%
120,009
+969
7
$9.83M 0.69%
55,705
-401
8
$9.15M 0.65%
65,471
-4,245
9
$7.45M 0.53%
140,826
+8,154
10
$7.04M 0.5%
239,811
-1,006
11
$6.79M 0.48%
54,212
+4,076
12
$6.73M 0.48%
94,260
-11,145
13
$6.06M 0.43%
132,095
-3,640
14
$5.62M 0.4%
58,093
-16,283
15
$5.62M 0.4%
52,506
+1,367
16
$5.41M 0.38%
47,444
+627
17
$5.39M 0.38%
31,304
-11,386
18
$5.21M 0.37%
56,741
-4,065
19
$5.13M 0.36%
97,380
+2,400
20
$5.05M 0.36%
132,026
+2,014
21
$5.01M 0.35%
96,356
-9,740
22
$4.85M 0.34%
82,880
+1,500
23
$4.66M 0.33%
24,584
+291
24
$4.54M 0.32%
84,577
-14,324
25
$4.53M 0.32%
42,912
-2,498
1
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