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
$2.59B
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$3.4M
3
+$2.52M
4
AMAT icon
Applied Materials
AMAT
+$2.5M
5
AVGO icon
Broadcom
AVGO
+$1.98M

Top Sells

1
+$2.53M
2
+$2.36M
3
+$1.83M
4
WMT icon
Walmart
WMT
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.3M

Sector Composition

1 Technology 11.83%
2 Financials 6.52%
3 Consumer Discretionary 4.29%
4 Healthcare 3.9%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.3M 2.75%
284,779
-5,191
2
$49.5M 1.91%
117,366
+596
3
$46.5M 1.79%
346,020
-2,861
4
$39.4M 1.52%
2,041,604
-16,235
5
$33.4M 1.29%
83,076
-3,096
6
$31.1M 1.2%
141,604
+924
7
$29.3M 1.13%
54,289
+16,762
8
$27.2M 1.05%
46,483
-2,058
9
$25.2M 0.97%
42,775
+5,773
10
$23.6M 0.91%
124,769
-5,009
11
$22.4M 0.86%
96,602
+8,545
12
$20.2M 0.78%
109,171
-4,768
13
$16.4M 0.63%
31,069
-265
14
$14.8M 0.57%
77,667
+3,052
15
$12.8M 0.49%
53,314
-1,503
16
$11.4M 0.44%
14,758
+1,282
17
$10.4M 0.4%
25,865
+4,059
18
$10.3M 0.4%
22,761
-1,514
19
$10.2M 0.39%
26,213
-65
20
$10.1M 0.39%
31,826
-688
21
$9.97M 0.38%
11,185
-276
22
$9.43M 0.36%
53,062
+5,351
23
$8.87M 0.34%
117,309
+18,949
24
$8.67M 0.33%
146,430
-11,458
25
$8.62M 0.33%
13,677
+81
1
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