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
$2.01B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.02M
3
+$929K
4
KKR icon
KKR & Co
KKR
+$918K
5
VUG icon
Vanguard Growth ETF
VUG
+$820K

Top Sells

1
+$1.95M
2
+$823K
3
+$804K
4
AAPL icon
Apple
AAPL
+$628K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$566K

Sector Composition

1 Technology 9.79%
2 Financials 5.49%
3 Healthcare 4.93%
4 Consumer Discretionary 3.96%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.7M 2.47%
290,073
-3,668
2
$37.2M 1.85%
117,790
+3,238
3
$25.1M 1.25%
2,074,511
+44,323
4
$23.2M 1.15%
87,059
-1,044
5
$19.6M 0.97%
128,811
-1,710
6
$18.1M 0.9%
138,487
-2,288
7
$17.8M 0.89%
140,151
+5,715
8
$16M 0.8%
368,530
+2,120
9
$13.3M 0.66%
44,285
-159
10
$12.3M 0.61%
31,037
-904
11
$10.3M 0.51%
23,900
+72
12
$9.41M 0.47%
71,363
+528
13
$8.58M 0.43%
159,649
-8,547
14
$8.07M 0.4%
78,377
+2,177
15
$7.86M 0.39%
17,134
+47
16
$7.81M 0.39%
53,865
+1,949
17
$7.81M 0.39%
22,291
-397
18
$7.77M 0.39%
33,778
+31
19
$7.61M 0.38%
48,852
-994
20
$7.07M 0.35%
79,869
21
$7.03M 0.35%
41,685
+4,429
22
$6.97M 0.35%
101,076
+4,356
23
$6.93M 0.34%
13,582
+460
24
$6.89M 0.34%
22,800
-16
25
$6.86M 0.34%
99,059
-2,293
1
2 3 4 5