FB
Fulton Bank Portfolio holdings
AUM
$2.71B
1-Year Return
9.82%
This Quarter Return
+4.48%
1 Year Return
+9.82%
3 Year Return
+34.66%
5 Year Return
+52.43%
10 Year Return
+88.64%
AUM
$853M
AUM Growth
+$1.68M
(+0.2%)
Cap. Flow
-$52.2M
Cap. Flow
% of AUM
-6.12%
Top 10 Holdings %
Top 10 Hldgs %
42.25%
Holding
351
New
36
Increased
75
Reduced
178
Closed
17
Top Buys
| 1 |
Williams Companies
WMB
|
$1.1M |
| 2 |
AGN
Allergan plc
AGN
|
$738K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$585K |
| 4 |
M&T Bank
MTB
|
$380K |
| 5 |
AerCap
AER
|
$372K |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$2.56M |
| 2 |
Apple
AAPL
|
$2.1M |
| 3 |
ConocoPhillips
COP
|
$1.67M |
| 4 |
Vodafone
VOD
|
$1.63M |
| 5 |
Johnson & Johnson
JNJ
|
$1.52M |
Sector Composition
| 1 | Healthcare | 6.31% |
| 2 | Technology | 6.3% |
| 3 | Energy | 5.53% |
| 4 | Industrials | 4.96% |
| 5 | Consumer Staples | 4.66% |