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
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.77M
3
+$973K
4
ODFL icon
Old Dominion Freight Line
ODFL
+$926K
5
MRNA icon
Moderna
MRNA
+$840K

Top Sells

1
+$4.2M
2
+$1.68M
3
+$1M
4
GPN icon
Global Payments
GPN
+$970K
5
UNH icon
UnitedHealth
UNH
+$960K

Sector Composition

1 Technology 8.06%
2 Financials 5.47%
3 Healthcare 4.29%
4 Consumer Discretionary 4.07%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.3M 2.2%
334,360
+528
2
$34.5M 1.61%
122,527
+102
3
$30.2M 1.41%
1,974,369
-13,745
4
$23.3M 1.09%
142,060
+1,660
5
$23M 1.07%
83,916
-1,314
6
$20.3M 0.95%
152,060
+120
7
$19.2M 0.89%
56,528
-460
8
$17.6M 0.82%
112,335
+1,323
9
$11.2M 0.52%
541,540
-12,500
10
$9.84M 0.46%
28,311
+2,346
11
$9.03M 0.42%
120,249
+2,477
12
$8.56M 0.4%
38,431
+1,608
13
$8.52M 0.4%
63,900
+2,560
14
$8.38M 0.39%
51,856
-1,343
15
$7.95M 0.37%
145,957
-5,462
16
$7.37M 0.34%
68,298
-2,248
17
$7.23M 0.34%
168,135
-12,506
18
$7.21M 0.34%
42,633
+4,633
19
$7.03M 0.33%
130,160
+14,593
20
$7.01M 0.33%
20,948
-3,000
21
$6.96M 0.32%
11,403
+672
22
$6.58M 0.31%
27,302
+3
23
$6.57M 0.31%
40,134
+1,693
24
$6.45M 0.3%
19,639
-1,503
25
$6.4M 0.3%
81,860
-21,423
1
2 3 4 5