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
26
$4.27M 0.34%
90,933
-3,728
27
$4.17M 0.33%
93,178
-128
28
$4M 0.32%
12,389
-1,310
29
$3.96M 0.32%
91,506
-19
30
$3.92M 0.31%
45,432
-114
31
$3.7M 0.29%
33,742
+5,505
32
$3.5M 0.28%
112,812
+1,188
33
$3.47M 0.28%
140,879
-12,625
34
$3.47M 0.28%
47,602
-5,803
35
$3.39M 0.27%
19,712
-579
36
$3.34M 0.27%
80,737
-17,299
37
$3.33M 0.27%
64,320
-3,160
38
$3.27M 0.26%
20,535
-1,914
39
$2.95M 0.23%
26,670
+4,738
40
$2.94M 0.23%
27,119
+5,000
41
$2.94M 0.23%
44,077
-998
42
$2.88M 0.23%
38,778
-1,746
43
$2.83M 0.23%
111,380
+540
44
$2.76M 0.22%
45,295
45
$2.75M 0.22%
32,721
-304
46
$2.73M 0.22%
20,658
-2,584
47
$2.71M 0.22%
37,926
-1,002
48
$2.69M 0.21%
27,620
+6,254
49
$2.69M 0.21%
73,203
-1,409
50
$2.64M 0.21%
42,201
-8,193
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