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
101
$1.28M 0.1%
24,686
-3,423
102
$1.28M 0.1%
19,058
+695
103
$1.28M 0.1%
17,359
-693
104
$1.27M 0.1%
7,626
-815
105
$1.24M 0.1%
12,848
+24
106
$1.16M 0.09%
21,918
-318
107
$1.15M 0.09%
6,055
-69
108
$1.12M 0.09%
14,965
-184
109
$1.1M 0.09%
24,434
-4,091
110
$1.1M 0.09%
34,507
+4,479
111
$1.1M 0.09%
16,055
+3,028
112
$1.09M 0.09%
10,188
+650
113
$1.09M 0.09%
16,490
+2,304
114
$1.07M 0.09%
21,116
-56
115
$1.05M 0.08%
22,403
-1,352
116
$1.02M 0.08%
22,154
-8,584
117
$1.02M 0.08%
62,908
-1,478
118
$1.01M 0.08%
17,148
+4,445
119
$997K 0.08%
10,900
+721
120
$997K 0.08%
10,554
-63
121
$977K 0.08%
22,453
-4,720
122
$957K 0.08%
8,664
+465
123
$956K 0.08%
9,650
-160
124
$950K 0.08%
25,614
+5,392
125
$938K 0.07%
56,234
+507
3 4
5
6 7