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
$1.26B
AUM Growth
-$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.7M
3 +$2.47M
4
CI icon
Cigna
CI
+$1.15M
5
ABBV icon
AbbVie
ABBV
+$1.12M

Top Sells

1 +$2.35M
2 +$1.91M
3 +$1.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.05M
5
AMZN icon
Amazon
AMZN
+$945K

Sector Composition

1 Financials 6.71%
2 Technology 5.54%
3 Healthcare 4.73%
4 Consumer Staples 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$269K 0.02%
1,742
-100
252
$266K 0.02%
3,335
-205
253
$265K 0.02%
+22,881
254
$264K 0.02%
4,578
-1,756
255
$262K 0.02%
3,498
-2,820
256
$259K 0.02%
7,749
-281
257
$253K 0.02%
1,785
-28
258
$250K 0.02%
2,325
+560
259
$249K 0.02%
+21,113
260
$247K 0.02%
1,600
261
$247K 0.02%
19,754
-6,615
262
$247K 0.02%
16,715
+4,680
263
$244K 0.02%
6,563
-56
264
$244K 0.02%
1,310
+13
265
$243K 0.02%
7,935
+1,260
266
$242K 0.02%
3,166
-85
267
$242K 0.02%
5,206
+1,605
268
$242K 0.02%
1,279
+4
269
$241K 0.02%
5,493
-1,098
270
$236K 0.02%
3,867
+239
271
$236K 0.02%
12,282
-6,648
272
$235K 0.02%
1,478
-275
273
$232K 0.02%
7,192
-866
274
$231K 0.02%
4,070
+40
275
$230K 0.02%
3,497
+43