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
$1.98B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.3M
3 +$1.1M
4
AMZN icon
Amazon
AMZN
+$1.05M
5
UNH icon
UnitedHealth
UNH
+$975K

Top Sells

1 +$2.88M
2 +$2.83M
3 +$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 7.57%
2 Financials 5.68%
3 Healthcare 4.23%
4 Consumer Discretionary 3.99%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40.8M 2.06%
334,042
-1,313
2
$33.9M 1.71%
1,988,114
+6,000
3
$28.6M 1.44%
121,109
-5,659
4
$21.9M 1.1%
90,119
-8,082
5
$21.7M 1.1%
140,580
+6,780
6
$16.8M 0.85%
111,068
-1,560
7
$16.4M 0.83%
55,679
-2,978
8
$15.9M 0.8%
153,820
+12,640
9
$9.1M 0.46%
25,560
+131
10
$8.77M 0.44%
169,685
+5,234
11
$8.76M 0.44%
53,307
+2,446
12
$7.94M 0.4%
107,914
-1,008
13
$7.94M 0.4%
37,480
-2,064
14
$7.79M 0.39%
23,570
+2,015
15
$7.75M 0.39%
71,659
-205
16
$7.7M 0.39%
104,178
-4,852
17
$7.01M 0.35%
18,845
+2,621
18
$6.94M 0.35%
37,613
+236
19
$6.87M 0.35%
514,840
-50,800
20
$6.7M 0.34%
115,154
-3,223
21
$6.58M 0.33%
21,564
+310
22
$6.31M 0.32%
61,040
-11,020
23
$6.25M 0.32%
172,522
+1,190
24
$6.13M 0.31%
27,367
-22
25
$6.12M 0.31%
95,647
+3,622