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
101
$1.44M 0.1%
17,967
-1,502
102
$1.43M 0.1%
27,561
-1,811
103
$1.42M 0.1%
12,712
-136
104
$1.4M 0.1%
23,603
+11,660
105
$1.38M 0.1%
75,627
-34,863
106
$1.37M 0.1%
32,427
-1,590
107
$1.36M 0.1%
28,519
-118
108
$1.34M 0.09%
106,042
+34,553
109
$1.34M 0.09%
6,027
-28
110
$1.32M 0.09%
68,049
-3,298
111
$1.27M 0.09%
6,611
-1,015
112
$1.24M 0.09%
10,611
-289
113
$1.22M 0.09%
64,606
+8,372
114
$1.22M 0.09%
22,688
-1,746
115
$1.18M 0.08%
4,313
+128
116
$1.18M 0.08%
62,480
-428
117
$1.17M 0.08%
12,955
118
$1.17M 0.08%
20,889
-227
119
$1.17M 0.08%
10,188
120
$1.16M 0.08%
7,556
+1,084
121
$1.12M 0.08%
16,139
+4,220
122
$1.12M 0.08%
11,016
-45
123
$1.11M 0.08%
21,954
-449
124
$1.09M 0.08%
9,615
-35
125
$1.09M 0.08%
10,302
-252
3 4
5
6 7