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
26
$4.73M 0.33%
82,355
-15,926
27
$4.72M 0.33%
109,917
+676
28
$4.35M 0.3%
11,403
-986
29
$4.29M 0.3%
48,531
+4,454
30
$4.26M 0.3%
21,186
-36
31
$4.04M 0.28%
52,739
+14,813
32
$3.97M 0.28%
44,087
-1,345
33
$3.96M 0.28%
143,697
+2,818
34
$3.95M 0.28%
35,597
+1,855
35
$3.75M 0.26%
115,173
+2,361
36
$3.7M 0.26%
63,040
-1,280
37
$3.65M 0.26%
29,802
+3,132
38
$3.64M 0.25%
810,600
+80,320
39
$3.64M 0.25%
32,568
+4,948
40
$3.58M 0.25%
18,635
-1,077
41
$3.53M 0.25%
20,324
-211
42
$3.39M 0.24%
42,714
-4,888
43
$3.36M 0.24%
78,207
+5,004
44
$3.3M 0.23%
109,780
-1,600
45
$3.28M 0.23%
24,313
+1,009
46
$3.25M 0.23%
31,306
-1,415
47
$3.24M 0.23%
38,469
-309
48
$3.23M 0.23%
20,344
-314
49
$3.15M 0.22%
60,933
+7,051
50
$3.12M 0.22%
24,368
-2,751
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