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
51
$2.39M 0.26%
36,495
-762
52
$2.31M 0.26%
194,596
-252
53
$2.24M 0.25%
42,478
+1,913
54
$2.23M 0.25%
24,765
+70
55
$2.22M 0.25%
54,662
+599
56
$2.21M 0.25%
33,741
+8,205
57
$2.16M 0.24%
35,571
+14,640
58
$2.15M 0.24%
47,846
-3,890
59
$2.13M 0.24%
47,323
+804
60
$2.1M 0.23%
51,885
+14,950
61
$1.96M 0.22%
42,716
+8,104
62
$1.95M 0.22%
16,854
-1,242
63
$1.94M 0.22%
29,648
+10,024
64
$1.91M 0.21%
24,895
-611
65
$1.83M 0.2%
19,391
+874
66
$1.82M 0.2%
35,803
-84
67
$1.81M 0.2%
13,825
+618
68
$1.75M 0.19%
23,084
-4
69
$1.72M 0.19%
50,287
+451
70
$1.71M 0.19%
28,626
-922
71
$1.67M 0.18%
20,350
+11
72
$1.62M 0.18%
22,500
+72
73
$1.61M 0.18%
11,856
-26
74
$1.59M 0.18%
9,171
+113
75
$1.52M 0.17%
37,889
+671
1 2
3
4 5