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
$1.86B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$659K
3
+$475K
4
KMB icon
Kimberly-Clark
KMB
+$471K
5
MA icon
Mastercard
MA
+$463K

Top Sells

1
+$1.85M
2
+$1.59M
3
+$1.09M
4
AAPL icon
Apple
AAPL
+$893K
5
KO icon
Coca-Cola
KO
+$793K

Sector Composition

1 Technology 8.05%
2 Financials 5.18%
3 Healthcare 4.64%
4 Consumer Discretionary 3.81%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.5M 2.4%
335,355
-6,728
2
$28.2M 1.52%
126,768
-1,292
3
$25.2M 1.36%
1,982,114
-353
4
$23.7M 1.28%
98,201
-1,429
5
$21.8M 1.17%
133,800
+2,920
6
$16M 0.86%
58,657
-186
7
$15.4M 0.83%
112,628
-2,549
8
$12.4M 0.67%
141,180
+1,900
9
$9.08M 0.49%
25,429
+1,298
10
$8.65M 0.47%
39,544
+1,325
11
$8.5M 0.46%
108,922
+5,674
12
$8M 0.43%
50,861
-170
13
$7.7M 0.42%
71,864
+153
14
$7.47M 0.4%
109,030
-15,948
15
$7.38M 0.4%
565,640
+9,760
16
$7.36M 0.4%
164,451
+571
17
$6.96M 0.37%
118,377
+254
18
$6.77M 0.37%
37,377
+390
19
$6.31M 0.34%
72,060
+580
20
$6.31M 0.34%
171,332
-12,886
21
$5.88M 0.32%
27,389
-376
22
$5.82M 0.31%
27,462
+18
23
$5.69M 0.31%
16,224
+154
24
$5.68M 0.31%
44,702
-353
25
$5.68M 0.31%
10,502
+107
1
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