FB

Fulton Bank Portfolio holdings

AUM $2.86B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
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
51
$3.05M 0.21%
75,631
-5,106
52
$2.98M 0.21%
18,799
+482
53
$2.93M 0.21%
23,631
+3,781
54
$2.9M 0.2%
55,439
+318
55
$2.75M 0.19%
17,440
+1,115
56
$2.67M 0.19%
84,198
+9,918
57
$2.63M 0.18%
13,851
+589
58
$2.6M 0.18%
9,119
59
$2.58M 0.18%
27,381
-4,338
60
$2.53M 0.18%
39,693
-564
61
$2.5M 0.18%
10,639
-728
62
$2.49M 0.17%
38,365
-3,836
63
$2.48M 0.17%
55,866
-836
64
$2.47M 0.17%
7,080
-360
65
$2.35M 0.16%
25,814
+1,115
66
$2.34M 0.16%
9,647
-23
67
$2.31M 0.16%
23,482
-560
68
$2.29M 0.16%
31,612
-327
69
$2.25M 0.16%
1,288
+128
70
$2.19M 0.15%
7,627
-599
71
$2.17M 0.15%
26,781
+879
72
$2.17M 0.15%
43,308
-381
73
$2.16M 0.15%
51,695
+17,188
74
$2.11M 0.15%
19,562
-306
75
$2.08M 0.15%
16,943
-598
1 2
3
4 5