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
$1.44B
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$790K
3
+$586K
4
OEF icon
iShares S&P 100 ETF
OEF
+$583K
5
PM icon
Philip Morris
PM
+$506K

Top Sells

1
+$2.18M
2
+$1.8M
3
+$1.74M
4
BCE icon
BCE
BCE
+$754K
5
ABBV icon
AbbVie
ABBV
+$706K

Sector Composition

1 Financials 6.31%
2 Technology 5.58%
3 Healthcare 4.13%
4 Communication Services 3.44%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.4M 2.18%
1,903,754
+7,864
2
$23.5M 1.63%
507,676
-47,012
3
$17.8M 1.23%
123,694
+2,942
4
$14.8M 1.02%
149,637
+967
5
$14.4M 1%
119,022
-14,800
6
$10.6M 0.73%
54,530
-1,687
7
$9.42M 0.65%
113,873
+1,701
8
$8.16M 0.57%
67,246
+22
9
$7.36M 0.51%
86,560
-2,140
10
$7.23M 0.5%
143,714
+1,465
11
$6.83M 0.47%
54,047
-139
12
$6.13M 0.42%
46,270
-2,453
13
$5.83M 0.4%
122,582
-2,560
14
$5.82M 0.4%
103,000
+1,500
15
$5.78M 0.4%
238,196
+7,874
16
$5.68M 0.39%
129,538
+920
17
$5.61M 0.39%
53,797
+558
18
$5.51M 0.38%
96,952
+5,521
19
$4.75M 0.33%
95,478
-958
20
$4.62M 0.32%
107,456
+1,620
21
$4.41M 0.31%
29,015
-512
22
$4.32M 0.3%
81,464
+412
23
$4.18M 0.29%
39,870
-2,268
24
$4.13M 0.29%
52,913
-2,044
25
$4.11M 0.29%
26,252
-600
1
2 3 4 5