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
76
$1.99M 0.14%
36,789
-761
77
$1.94M 0.14%
37,395
-49
78
$1.93M 0.14%
29,159
+233
79
$1.91M 0.13%
5,344
+85
80
$1.88M 0.13%
28,151
-1,113
81
$1.85M 0.13%
29,020
-185
82
$1.84M 0.13%
46,278
+1,530
83
$1.81M 0.13%
12,950
-57
84
$1.8M 0.13%
19,121
+1,470
85
$1.8M 0.13%
10,761
+501
86
$1.74M 0.12%
15,217
-40
87
$1.74M 0.12%
11,860
+1,104
88
$1.71M 0.12%
43,364
+394
89
$1.67M 0.12%
41,686
+1,639
90
$1.58M 0.11%
20,331
-264
91
$1.56M 0.11%
28,180
-181
92
$1.56M 0.11%
18,913
-145
93
$1.56M 0.11%
28,002
+6,084
94
$1.54M 0.11%
14,038
-487
95
$1.52M 0.11%
17,203
-156
96
$1.51M 0.11%
9,382
+993
97
$1.5M 0.1%
6,054
-300
98
$1.46M 0.1%
18,161
+1,671
99
$1.45M 0.1%
13,478
+6,309
100
$1.44M 0.1%
23,203
-1,483
2 3
4
5 6