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
$1.43B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$717K
3
+$693K
4
DD icon
DuPont de Nemours
DD
+$678K
5
UPS icon
United Parcel Service
UPS
+$553K

Top Sells

1
+$2.76M
2
+$2.13M
3
+$1.37M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$915K
5
MO icon
Altria Group
MO
+$915K

Sector Composition

1 Financials 6%
2 Technology 5.79%
3 Healthcare 4.2%
4 Consumer Staples 3.31%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$314K 0.02%
1,250
-29
227
$305K 0.02%
2,134
-959
228
$305K 0.02%
14,575
229
$304K 0.02%
1,692
-50
230
$301K 0.02%
1
231
$300K 0.02%
4,297
+957
232
$299K 0.02%
+23,365
233
$291K 0.02%
1,212
-398
234
$287K 0.02%
5,889
-1,667
235
$284K 0.02%
19,765
-5,865
236
$281K 0.02%
4,534
+464
237
$281K 0.02%
7,858
-1,092
238
$280K 0.02%
3,215
+504
239
$280K 0.02%
33,190
-8,035
240
$279K 0.02%
2,325
241
$277K 0.02%
+11,202
242
$272K 0.02%
1,152
-63
243
$269K 0.02%
1,893
+295
244
$265K 0.02%
11,459
-4,606
245
$263K 0.02%
+3,826
246
$260K 0.02%
6,441
-2,197
247
$258K 0.02%
6,275
-1,940
248
$258K 0.02%
+2,165
249
$257K 0.02%
1,600
250
$256K 0.02%
12,922
-4,986
8 9
10
11 12