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
$2.28B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$972K
3
+$824K
4
WBA
Walgreens Boots Alliance
WBA
+$820K
5
BMY icon
Bristol-Myers Squibb
BMY
+$819K

Top Sells

1
+$1.69M
2
+$1.41M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
PEP icon
PepsiCo
PEP
+$948K

Sector Composition

1 Technology 9%
2 Financials 5.33%
3 Healthcare 4.7%
4 Consumer Discretionary 4.21%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.8M 2.58%
331,086
-3,274
2
$40.1M 1.76%
119,359
-3,168
3
$33.5M 1.47%
1,968,369
-6,000
4
$25.3M 1.11%
82,848
-1,068
5
$23.7M 1.04%
142,180
+120
6
$22.1M 0.97%
152,580
+520
7
$19.4M 0.85%
57,770
+1,242
8
$18.3M 0.8%
108,984
-3,351
9
$15.2M 0.67%
517,050
-24,490
10
$11M 0.48%
30,604
+2,293
11
$9.36M 0.41%
21,763
+815
12
$9.17M 0.4%
67,689
-609
13
$9.15M 0.4%
63,260
-640
14
$9.05M 0.4%
52,900
+1,044
15
$8.85M 0.39%
139,714
-6,243
16
$8.65M 0.38%
112,819
-7,430
17
$8.55M 0.38%
144,728
-23,407
18
$8.17M 0.36%
37,720
-711
19
$8.08M 0.35%
19,459
-180
20
$7.86M 0.35%
15,659
-605
21
$7.4M 0.32%
27,592
+290
22
$7.23M 0.32%
61,588
+934
23
$7.11M 0.31%
45,900
+3,267
24
$7.08M 0.31%
11,758
+355
25
$7.06M 0.31%
135,787
+5,627
1
2 3 4 5