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
26
$3.93M 0.44%
62,785
+1,816
27
$3.73M 0.41%
116,054
-114
28
$3.68M 0.41%
139,682
+9,706
29
$3.64M 0.4%
24,243
+857
30
$3.47M 0.38%
55,375
-232
31
$3.42M 0.38%
42,000
+53
32
$3.39M 0.38%
35,930
-600
33
$3.39M 0.38%
100,081
+324
34
$3.28M 0.36%
39,235
-867
35
$3.21M 0.36%
60,054
+8,533
36
$3.18M 0.35%
59,552
+16,637
37
$3.14M 0.35%
112,936
+185
38
$3.13M 0.35%
45,319
-1,080
39
$3.04M 0.34%
41,967
-43
40
$3M 0.33%
35,067
+6,618
41
$2.98M 0.33%
60,741
-38
42
$2.95M 0.33%
26,370
+133
43
$2.92M 0.32%
60,668
+3,458
44
$2.85M 0.32%
55,650
+85
45
$2.65M 0.29%
58,863
-710
46
$2.59M 0.29%
37,279
-118
47
$2.56M 0.28%
80,771
-2,083
48
$2.51M 0.28%
24,213
+49
49
$2.5M 0.28%
18,159
-1,070
50
$2.41M 0.27%
43,949
+618
1
2
3 4 5