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
51
$2.62M 0.21%
55,121
+931
52
$2.58M 0.21%
13,262
-387
53
$2.53M 0.2%
23,304
+1,118
54
$2.51M 0.2%
18,317
-357
55
$2.46M 0.2%
37,550
+2,130
56
$2.44M 0.19%
730,280
-96,320
57
$2.37M 0.19%
53,882
-966
58
$2.29M 0.18%
9,119
+4,258
59
$2.26M 0.18%
19,850
-135
60
$2.25M 0.18%
24,699
+108
61
$2.24M 0.18%
56,702
-2,157
62
$2.18M 0.17%
16,325
-708
63
$2.16M 0.17%
8,226
+317
64
$2.15M 0.17%
110,490
-8,371
65
$2.15M 0.17%
24,042
+225
66
$2.15M 0.17%
11,367
-526
67
$2.1M 0.17%
74,280
-3,959
68
$2.06M 0.16%
40,257
-384
69
$2.05M 0.16%
17,541
+6,626
70
$2.03M 0.16%
31,719
+1,050
71
$2.03M 0.16%
31,939
+401
72
$2M 0.16%
1,160
-73
73
$1.97M 0.16%
9,670
-607
74
$1.91M 0.15%
43,689
-1,285
75
$1.82M 0.15%
29,264
-4,353
1 2
3
4 5