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
$1.48B
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.67M
3 +$853K
4
RF icon
Regions Financial
RF
+$798K
5
BA icon
Boeing
BA
+$765K

Top Sells

1 +$1.5M
2 +$1.08M
3 +$1.05M
4
PG icon
Procter & Gamble
PG
+$956K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$884K

Sector Composition

1 Financials 6.27%
2 Technology 5.65%
3 Healthcare 4.03%
4 Communication Services 3.29%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$32.7M 2.21%
1,994,692
+26,929
2
$24.3M 1.64%
491,672
+268
3
$17.1M 1.15%
127,319
-11,187
4
$16.7M 1.13%
106,024
-3,609
5
$14.1M 0.96%
111,186
-2,831
6
$11.9M 0.8%
61,443
+1,338
7
$10.3M 0.69%
108,580
+17,680
8
$8.31M 0.56%
59,640
-2,974
9
$7.9M 0.53%
103,079
-166
10
$7.9M 0.53%
45,499
-1,367
11
$7.06M 0.48%
126,410
-1,955
12
$6.68M 0.45%
53,721
+210
13
$6.34M 0.43%
117,140
+10,920
14
$6.19M 0.42%
108,406
+9,988
15
$5.47M 0.37%
216,021
+1,890
16
$5.42M 0.37%
26,100
17
$5.41M 0.37%
49,334
-8,718
18
$5.32M 0.36%
73,156
-55
19
$5.22M 0.35%
95,344
-4,766
20
$5.16M 0.35%
101,274
-12,640
21
$5.14M 0.35%
78,267
-6,523
22
$5.04M 0.34%
36,105
+508
23
$5.04M 0.34%
30,971
-2,119
24
$4.92M 0.33%
13,504
+2,101
25
$4.83M 0.33%
91,336
-2,380