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
$2.15B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.5M
3
+$1.3M
4
PII icon
Polaris
PII
+$917K
5
NVDA icon
NVIDIA
NVDA
+$784K

Top Sells

1
+$1.66M
2
+$1.66M
3
+$1.33M
4
CSCO icon
Cisco
CSCO
+$968K
5
T icon
AT&T
T
+$906K

Sector Composition

1 Technology 7.82%
2 Financials 5.31%
3 Healthcare 4.31%
4 Consumer Discretionary 4.05%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.7M 2.13%
333,832
-210
2
$33.2M 1.55%
122,425
+1,316
3
$31.4M 1.46%
1,988,114
4
$24.1M 1.13%
140,400
-180
5
$23.1M 1.08%
85,230
-4,889
6
$19.8M 0.92%
56,988
+1,309
7
$18.6M 0.86%
151,940
-1,880
8
$17.6M 0.82%
111,012
-56
9
$11.1M 0.52%
554,040
+39,200
10
$9.48M 0.44%
25,965
+405
11
$9.16M 0.43%
117,772
+9,858
12
$8.76M 0.41%
53,199
-108
13
$8.61M 0.4%
36,823
-657
14
$8.18M 0.38%
103,283
-895
15
$8.03M 0.37%
151,419
-18,266
16
$7.95M 0.37%
70,546
-1,113
17
$7.76M 0.36%
23,948
+378
18
$7.69M 0.36%
61,340
+300
19
$7.5M 0.35%
18,722
-123
20
$7.07M 0.33%
180,641
+8,119
21
$6.74M 0.31%
21,142
-422
22
$6.68M 0.31%
38,000
+387
23
$6.47M 0.3%
115,567
+413
24
$6.31M 0.29%
27,299
-68
25
$6.25M 0.29%
25,808
-1,050
1
2 3 4 5