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
$2.44B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$3.09M
3
+$1.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.32M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.15M

Top Sells

1
+$1.75M
2
+$1.22M
3
+$1.14M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$1.1M
5
AMGN icon
Amgen
AMGN
+$870K

Sector Composition

1 Technology 10.24%
2 Financials 5.87%
3 Healthcare 4.49%
4 Consumer Discretionary 4.11%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.1M 2.05%
118,996
+1,574
2
$49.3M 2.02%
287,242
+3,118
3
$32.4M 1.33%
2,039,858
-15,000
4
$30.9M 1.27%
341,850
-12,570
5
$29.4M 1.21%
87,329
-842
6
$25.6M 1.05%
141,923
+1,924
7
$22.8M 0.93%
127,031
-513
8
$21.9M 0.9%
45,066
+300
9
$20.7M 0.85%
136,951
+853
10
$18.8M 0.77%
35,809
+2,517
11
$15M 0.61%
31,122
+12,187
12
$14.6M 0.6%
30,316
+454
13
$11.1M 0.46%
15,939
-16
14
$10.8M 0.44%
70,717
-119
15
$10.6M 0.44%
53,169
-823
16
$10.3M 0.42%
78,237
+848
17
$9.33M 0.38%
33,447
-157
18
$9.24M 0.38%
21,983
-64
19
$9.06M 0.37%
11,642
+323
20
$8.84M 0.36%
39,150
-39
21
$8.8M 0.36%
22,947
-251
22
$7.94M 0.33%
94,444
-3,016
23
$7.89M 0.32%
43,326
-1,580
24
$7.76M 0.32%
97,201
-2,373
25
$7.75M 0.32%
10,753
-302
1
2 3 4 5