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
$1.52B
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.54M
3
+$1.44M
4
ABBV icon
AbbVie
ABBV
+$1.41M
5
FULT icon
Fulton Financial
FULT
+$1.1M

Top Sells

1
+$2.61M
2
+$1.64M
3
+$1.38M
4
DIS icon
Walt Disney
DIS
+$1.36M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$991K

Sector Composition

1 Financials 6.4%
2 Technology 6%
3 Healthcare 4.52%
4 Communication Services 3.11%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$201K 0.01%
+4,619
327
$201K 0.01%
+1,250
328
$192K 0.01%
10,069
329
$169K 0.01%
18,257
+500
330
$151K 0.01%
49,449
-152
331
$146K 0.01%
20,687
-204
332
$118K 0.01%
22,600
333
– –
-1,792
334
– –
-3,541
335
– –
-4,022
336
– –
-7,182
337
– –
-2,350
338
– –
-3,330
339
– –
-4,974
340
– –
-13,907
341
– –
-3,202
342
– –
-16,868
343
– –
-6,180
344
– –
-2,513
345
– –
-3,908
346
– –
-8,705
347
– –
-6,933
348
– –
-7,380
349
– –
-10,235
350
– –
-1,531
11 12 13
14
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