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
276
$212K 0.02%
+3,956
277
$212K 0.02%
2,999
+108
278
$212K 0.02%
13,461
+17
279
$211K 0.02%
5,830
+200
280
$211K 0.02%
+1,869
281
$203K 0.02%
+14,796
282
$201K 0.02%
5,026
+343
283
$196K 0.02%
11,123
+2,543
284
$196K 0.02%
3,036
-37
285
$179K 0.02%
15,636
+1,030
286
$176K 0.02%
+23,537
287
$174K 0.02%
+268
288
$172K 0.02%
+7,749
289
$154K 0.02%
4,008
+270
290
$151K 0.02%
14,812
+320
291
$139K 0.02%
17,058
+1,590
292
$139K 0.02%
19,364
+6,068
293
– –
-2,538
294
– –
-9,339
295
– –
-4,663
296
– –
-8,024
297
– –
-14,097
298
– –
-15,925
299
– –
-7,649
300
– –
-4,217
9 10 11
12
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