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
326
-3,336
327
-15,650
328
-45,295
329
-11,757
330
-3,498
331
-21,113
332
-5,493
333
-73,562