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
$1.68B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.12M
3
+$1.47M
4
WAB icon
Wabtec
WAB
+$1.39M
5
TSLA icon
Tesla
TSLA
+$1.14M

Top Sells

1
+$4.51M
2
+$1.51M
3
+$1.1M
4
GIS icon
General Mills
GIS
+$831K
5
BMY icon
Bristol-Myers Squibb
BMY
+$670K

Sector Composition

1 Technology 8.11%
2 Financials 6.14%
3 Healthcare 5.54%
4 Consumer Discretionary 3.83%
5 Communication Services 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.6M 2.6%
315,540
+879
2
$30M 1.79%
1,898,344
-1,339
3
$27.4M 1.63%
117,507
+1,799
4
$16.6M 0.99%
147,016
+5,452
5
$15.9M 0.95%
75,685
+1,505
6
$15.8M 0.94%
116,042
+3,881
7
$15.1M 0.9%
158,086
+5,406
8
$9.36M 0.56%
32,924
+546
9
$9.31M 0.56%
68,649
+2,153
10
$8.17M 0.49%
50,006
+813
11
$8.11M 0.48%
94,132
-7,763
12
$7.09M 0.42%
177,339
+15,066
13
$6.72M 0.4%
37,804
+610
14
$6.37M 0.38%
+79,700
15
$6.37M 0.38%
66,253
+4,553
16
$6.36M 0.38%
23,797
+1,100
17
$6.28M 0.37%
46,804
-341
18
$6.05M 0.36%
159,298
-1,671
19
$6.01M 0.36%
11,897
-305
20
$5.99M 0.36%
57,317
+14,092
21
$5.95M 0.36%
136,021
+3,504
22
$5.67M 0.34%
18,735
-1,064
23
$5.58M 0.33%
38,817
+1,381
24
$5.43M 0.32%
447,560
-15,610
25
$5.21M 0.31%
55,242
+2,849
1
2 3 4 5