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
251
$240K 0.03%
9,065
-490
252
$239K 0.03%
+4,392
253
$238K 0.03%
+1,899
254
$238K 0.03%
111,984
-283
255
$236K 0.03%
+2,451
256
$236K 0.03%
4,636
-1,628
257
$236K 0.03%
7,588
-50
258
$235K 0.03%
4,401
-448
259
$234K 0.03%
5,076
-153
260
$230K 0.03%
6,592
+251
261
$222K 0.02%
+1,234
262
$221K 0.02%
5,706
-17
263
$221K 0.02%
11,248
-716
264
$221K 0.02%
+30,318
265
$221K 0.02%
1,846
+481
266
$220K 0.02%
2,100
267
$219K 0.02%
+4,350
268
$218K 0.02%
+3,000
269
$218K 0.02%
14,929
+354
270
$217K 0.02%
8,173
271
$216K 0.02%
5,313
-613
272
$216K 0.02%
12,085
+558
273
$215K 0.02%
22,600
274
$214K 0.02%
1,873
+76
275
$213K 0.02%
+704
9 10
11
12 13