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
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.83M
3 +$972K
4
KO icon
Coca-Cola
KO
+$858K
5
ALXN
Alexion Pharmaceuticals
ALXN
+$767K

Top Sells

1 +$1.87M
2 +$1.73M
3 +$1.33M
4
WMT icon
Walmart
WMT
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Financials 6.31%
2 Technology 5.87%
3 Healthcare 4.26%
4 Communication Services 3.35%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$32.3M 2.19%
1,993,702
-990
2
$26.3M 1.78%
468,924
-22,748
3
$17.5M 1.18%
125,810
-1,509
4
$16.9M 1.14%
105,693
-331
5
$14.2M 0.96%
110,339
-847
6
$10.9M 0.74%
60,975
-468
7
$9.5M 0.64%
109,480
+900
8
$7.75M 0.52%
109,742
+6,663
9
$7.74M 0.52%
45,006
-493
10
$7.35M 0.5%
56,840
-2,800
11
$7.14M 0.48%
116,900
-240
12
$7.07M 0.48%
126,342
-68
13
$6.6M 0.45%
109,281
+875
14
$6.41M 0.43%
54,021
+300
15
$6.37M 0.43%
117,027
+15,753
16
$6.2M 0.42%
216,828
+807
17
$5.73M 0.39%
75,618
+2,462
18
$5.66M 0.38%
26,365
+265
19
$5.64M 0.38%
47,950
+8,257
20
$5.01M 0.34%
13,169
-335
21
$5.01M 0.34%
89,842
-1,494
22
$4.96M 0.34%
76,096
-2,171
23
$4.92M 0.33%
39,580
-9,754
24
$4.91M 0.33%
95,248
+2,704
25
$4.83M 0.33%
37,070
+965