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
276
$227K 0.02%
+1,824
277
$224K 0.02%
+5,965
278
$221K 0.02%
+1,223
279
$220K 0.02%
7,358
-2,477
280
$219K 0.02%
+1,157
281
$219K 0.02%
+1,202
282
$218K 0.02%
1,335
-450
283
$218K 0.02%
1,518
-30
284
$216K 0.02%
4,789
-1,713
285
$214K 0.02%
1,341
-66
286
$214K 0.02%
989
-8
287
$214K 0.02%
3,929
-8,876
288
$213K 0.01%
+2,531
289
$212K 0.01%
+5,759
290
$212K 0.01%
5,251
-1,941
291
$212K 0.01%
+2,227
292
$211K 0.01%
+4,000
293
$208K 0.01%
+8,583
294
$205K 0.01%
+1,781
295
$204K 0.01%
+15,090
296
$204K 0.01%
2,712
-785
297
$204K 0.01%
+10,726
298
$201K 0.01%
+7,676
299
$201K 0.01%
+1,020
300
$172K 0.01%
+11,192
10 11
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