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
$2.62B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.38M
3
+$2.03M
4
DEO icon
Diageo
DEO
+$1.56M
5
PLD icon
Prologis
PLD
+$1.55M

Top Sells

1
+$2.84M
2
+$2.12M
3
+$2.05M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Sector Composition

1 Technology 11.21%
2 Financials 6.17%
3 Healthcare 4.29%
4 Consumer Discretionary 3.99%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.6M 2.58%
289,970
+395
2
$50.2M 1.92%
116,770
-770
3
$42.4M 1.62%
348,881
-3,768
4
$37.3M 1.42%
2,057,839
+26
5
$32.3M 1.23%
86,172
+773
6
$27.8M 1.06%
48,541
-733
7
$26.2M 1%
140,680
+463
8
$21.6M 0.83%
113,939
-4,897
9
$21.5M 0.82%
129,778
-4,312
10
$21.3M 0.81%
37,002
+3,512
11
$19.8M 0.76%
37,527
+1,971
12
$15.5M 0.59%
31,334
-58
13
$15.2M 0.58%
88,057
+26,937
14
$12.5M 0.48%
74,615
+334
15
$11.9M 0.46%
13,476
+94
16
$11.6M 0.44%
54,817
-1,419
17
$11.2M 0.43%
24,275
-3,932
18
$10.6M 0.41%
26,278
+3,684
19
$10.5M 0.4%
13,596
-798
20
$9.42M 0.36%
47,711
-276
21
$8.94M 0.34%
32,514
+663
22
$8.4M 0.32%
157,888
+9,992
23
$8.23M 0.31%
98,360
+6,927
24
$8.17M 0.31%
71,937
-1,497
25
$8.13M 0.31%
11,461
+34
1
2 3 4 5