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
126
$736K 0.08%
10,996
+2,496
127
$731K 0.08%
14,864
+164
128
$722K 0.08%
7,373
+255
129
$719K 0.08%
13,291
+20
130
$714K 0.08%
19,321
-170
131
$714K 0.08%
4,695
+123
132
$708K 0.08%
4,680
-216
133
$696K 0.08%
24,972
-1,832
134
$692K 0.08%
16,357
135
$692K 0.08%
10,461
+56
136
$673K 0.07%
25,940
-7,740
137
$664K 0.07%
4,171
+30
138
$655K 0.07%
16,011
-5,429
139
$651K 0.07%
13,558
+2,612
140
$647K 0.07%
8,157
+82
141
$636K 0.07%
18,470
+49
142
$628K 0.07%
+6,821
143
$623K 0.07%
10,100
-606
144
$621K 0.07%
8,841
+74
145
$612K 0.07%
7,110
+269
146
$610K 0.07%
26,100
+1,766
147
$578K 0.06%
31,836
+951
148
$576K 0.06%
8,732
+25
149
$572K 0.06%
8,270
-500
150
$563K 0.06%
31,470
-1,859