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
101
$1.06M 0.12%
10,541
+527
102
$1.05M 0.12%
17,029
+1,038
103
$1.04M 0.12%
26,435
-2,769
104
$1.03M 0.11%
9,398
-124
105
$998K 0.11%
35,486
+2,114
106
$994K 0.11%
10,891
-183
107
$970K 0.11%
20,978
-118
108
$963K 0.11%
+11,219
109
$941K 0.1%
21,711
-122
110
$926K 0.1%
42,252
-373
111
$921K 0.1%
22,052
-6,068
112
$871K 0.1%
+19,292
113
$866K 0.1%
4,466
+20
114
$831K 0.09%
18,483
+138
115
$826K 0.09%
8,909
-12
116
$810K 0.09%
9,480
+81
117
$805K 0.09%
76,531
+2,008
118
$789K 0.09%
26,690
-1,237
119
$789K 0.09%
9,561
+36
120
$788K 0.09%
8,903
+65
121
$776K 0.09%
13,157
-14,545
122
$766K 0.08%
13,840
+293
123
$752K 0.08%
+13,416
124
$740K 0.08%
31,325
+929
125
$737K 0.08%
8,147
-14
3 4
5
6 7