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
251
$254K 0.02%
3,966
-1,239
252
$253K 0.02%
+15,748
253
$253K 0.02%
5,773
+96
254
$253K 0.02%
37,387
-12,407
255
$253K 0.02%
10,043
-3,308
256
$249K 0.02%
+1,366
257
$249K 0.02%
5,811
+309
258
$249K 0.02%
8,854
-248
259
$248K 0.02%
4,092
-110
260
$248K 0.02%
2,922
-244
261
$247K 0.02%
1,859
-29
262
$247K 0.02%
4,991
-1,572
263
$246K 0.02%
4,943
-1,489
264
$240K 0.02%
2,854
-791
265
$238K 0.02%
16,695
-6,186
266
$237K 0.02%
+2,093
267
$236K 0.02%
6,691
-2,317
268
$235K 0.02%
+9,432
269
$234K 0.02%
9,818
-485
270
$231K 0.02%
3,064
-84
271
$230K 0.02%
12,870
-6,884
272
$229K 0.02%
536
-15
273
$228K 0.02%
+2,631
274
$227K 0.02%
+5,537
275
$227K 0.02%
+4,484