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
76
$1.49M 0.17%
22,744
+662
77
$1.48M 0.16%
39,330
+2,930
78
$1.46M 0.16%
11,616
+718
79
$1.43M 0.16%
53,928
+1,308
80
$1.4M 0.16%
9,726
+459
81
$1.32M 0.15%
31,934
-23
82
$1.3M 0.14%
7,785
-1,261
83
$1.3M 0.14%
1,139
+80
84
$1.29M 0.14%
19,816
-24
85
$1.27M 0.14%
22,681
+286
86
$1.26M 0.14%
31,617
+583
87
$1.25M 0.14%
29,417
+8,530
88
$1.2M 0.13%
12,137
+27
89
$1.19M 0.13%
15,672
+876
90
$1.18M 0.13%
16,836
+20
91
$1.17M 0.13%
51,151
-147
92
$1.16M 0.13%
4,496
+17
93
$1.15M 0.13%
8,903
-13
94
$1.15M 0.13%
23,677
+509
95
$1.13M 0.13%
13,083
+153
96
$1.11M 0.12%
19,148
+470
97
$1.1M 0.12%
11,804
+6
98
$1.1M 0.12%
17,106
+1,108
99
$1.08M 0.12%
+9,008
100
$1.06M 0.12%
17,537
-155
2 3
4
5 6