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
301
– –
-86,681
302
– –
-2,071
303
– –
-1,275
304
– –
-9,997
305
– –
-4,000
306
– –
-2,566
307
– –
-4,619
308
– –
-4,721
309
– –
-12,588
310
– –
-4,588
311
– –
-8,400
312
– –
-6,724
313
– –
-10,699
314
– –
-2,631
315
– –
-3,311
316
– –
-9,417
317
– –
-16,319
318
– –
-14,749
319
– –
-565
320
– –
-1,930
321
– –
-5,400
322
– –
-1,739
323
– –
-9,457
324
– –
-2,182
325
– –
-4,531
10 11 12
13
14