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
$2.14B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.79M
3
+$1.78M
4
WBA
Walgreens Boots Alliance
WBA
+$1.21M
5
TTE icon
TotalEnergies
TTE
+$1.21M

Top Sells

1
+$2.18M
2
+$2.05M
3
+$1.89M
4
CVX icon
Chevron
CVX
+$1.75M
5
UNH icon
UnitedHealth
UNH
+$1.63M

Sector Composition

1 Technology 8.61%
2 Financials 5.37%
3 Healthcare 4.92%
4 Consumer Discretionary 3.88%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.9M 2.62%
320,254
-10,832
2
$35.9M 1.68%
116,589
-2,770
3
$32.9M 1.54%
1,982,373
+14,004
4
$23.2M 1.09%
142,400
+220
5
$22.2M 1.04%
80,090
-2,758
6
$21.2M 0.99%
152,720
+140
7
$18.6M 0.87%
111,925
+2,941
8
$14.6M 0.68%
65,789
+8,019
9
$12.7M 0.6%
466,190
-50,860
10
$11.3M 0.53%
31,569
+965
11
$9.46M 0.44%
58,334
-9,355
12
$9.03M 0.42%
50,974
-1,926
13
$8.95M 0.42%
109,052
-3,767
14
$8.71M 0.41%
62,400
-860
15
$8.39M 0.39%
37,818
+98
16
$8.28M 0.39%
50,819
-10,769
17
$8.07M 0.38%
22,881
-233
18
$7.81M 0.37%
140,023
+309
19
$7.27M 0.34%
140,497
-4,231
20
$7.25M 0.34%
142,302
+6,515
21
$7.09M 0.33%
19,376
-2,387
22
$7.02M 0.33%
51,178
+5,278
23
$6.82M 0.32%
27,586
-6
24
$6.53M 0.31%
83,684
+831
25
$6.47M 0.3%
130,659
+5,930
1
2 3 4 5