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
$2.04B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.94M
3
+$2.3M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.75M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.6M

Top Sells

1
+$4.89M
2
+$3.73M
3
+$3.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.08M
5
WMT icon
Walmart
WMT
+$1.68M

Sector Composition

1 Technology 10.14%
2 Financials 5.2%
3 Healthcare 4.92%
4 Consumer Discretionary 3.93%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57M 2.79%
293,741
-19,240
2
$39M 1.91%
114,552
-3,157
3
$24.2M 1.19%
88,103
+774
4
$24.2M 1.19%
2,030,188
+13,987
5
$20.6M 1.01%
130,521
-5,256
6
$17.5M 0.86%
134,436
-9,512
7
$16.9M 0.83%
140,775
-17,364
8
$15.5M 0.76%
366,410
-73,200
9
$12.8M 0.62%
44,444
-17,051
10
$12.6M 0.62%
31,941
-2,700
11
$10.6M 0.52%
23,828
+763
12
$8.79M 0.43%
76,200
-859
13
$8.7M 0.43%
168,196
-18,006
14
$8.57M 0.42%
70,835
-1,114
15
$8.29M 0.41%
17,087
-1,438
16
$8.25M 0.4%
49,846
+865
17
$8.01M 0.39%
33,747
-2,761
18
$7.74M 0.38%
22,688
-161
19
$7.55M 0.37%
51,916
+3,171
20
$7.53M 0.37%
79,869
21
$7.4M 0.36%
101,352
-3,334
22
$7.09M 0.35%
22,816
+3,874
23
$7.01M 0.34%
96,720
+1,033
24
$6.6M 0.32%
39,030
+10,362
25
$6.42M 0.31%
13,122
+6,301
1
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