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
$1.63B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.11M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.25M
5
BTI icon
British American Tobacco
BTI
+$1.22M

Top Sells

1
+$4.56M
2
+$1.44M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$983K
5
DUK icon
Duke Energy
DUK
+$866K

Sector Composition

1 Technology 8.17%
2 Healthcare 4.88%
3 Financials 4.66%
4 Consumer Discretionary 3.84%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.6M 2.44%
342,083
-7,189
2
$26.9M 1.66%
128,060
+2,377
3
$21.6M 1.33%
99,630
-4,533
4
$20.6M 1.27%
130,880
+7,960
5
$18.5M 1.14%
1,982,467
6
$15.4M 0.95%
58,843
-4,702
7
$13.6M 0.84%
115,177
-936
8
$10.2M 0.63%
139,280
-700
9
$8.17M 0.5%
103,248
-3,827
10
$8.16M 0.5%
24,131
+7,976
11
$7.64M 0.47%
38,219
-343
12
$7.6M 0.47%
51,031
-1,314
13
$7.52M 0.46%
555,880
-336,880
14
$7.17M 0.44%
124,978
-1,888
15
$7.03M 0.43%
118,123
-4,924
16
$6.46M 0.4%
163,880
+6,876
17
$6.41M 0.39%
184,218
+10,750
18
$6.28M 0.39%
71,711
-5,036
19
$6.09M 0.37%
27,765
+925
20
$5.72M 0.35%
20,598
+1,332
21
$5.25M 0.32%
71,480
-3,340
22
$5.2M 0.32%
10,395
+408
23
$5.16M 0.32%
37,248
+2,356
24
$5.14M 0.32%
27,444
-1,210
25
$5.01M 0.31%
16,070
+105
1
2 3 4 5