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
$903M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.12M
3
+$1.08M
4
TROW icon
T. Rowe Price
TROW
+$963K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$891K

Top Sells

1
+$1.33M
2
+$907K
3
+$877K
4
BMY icon
Bristol-Myers Squibb
BMY
+$858K
5
LLY icon
Eli Lilly
LLY
+$836K

Sector Composition

1 Technology 6.76%
2 Healthcare 5.97%
3 Consumer Staples 4.99%
4 Energy 4.82%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$281K 0.03%
16,822
227
$281K 0.03%
2,752
+135
228
$281K 0.03%
1,892
+46
229
$279K 0.03%
7,357
-112
230
$277K 0.03%
4,393
-1,006
231
$276K 0.03%
7,777
+591
232
$275K 0.03%
2,121
233
$274K 0.03%
6,589
+10
234
$269K 0.03%
+7,681
235
$269K 0.03%
12,062
-155
236
$268K 0.03%
11,916
+830
237
$263K 0.03%
6,221
-95
238
$259K 0.03%
5,605
+527
239
$257K 0.03%
5,774
-50
240
$256K 0.03%
3,889
241
$256K 0.03%
16,474
242
$256K 0.03%
6,492
-14,988
243
$254K 0.03%
41,500
-435
244
$254K 0.03%
9,900
245
$254K 0.03%
2,422
-3
246
$253K 0.03%
6,658
247
$252K 0.03%
2,661
-1
248
$244K 0.03%
4,998
-2,149
249
$241K 0.03%
1,056
+44
250
$241K 0.03%
14,497
+115
8 9
10
11 12