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
126
$937K 0.07%
4,185
+145
127
$930K 0.07%
12,955
128
$922K 0.07%
37,474
-14
129
$892K 0.07%
26,050
130
$889K 0.07%
23,753
-9,402
131
$875K 0.07%
27,293
+3,000
132
$873K 0.07%
11,061
+215
133
$867K 0.07%
6,472
+1,652
134
$855K 0.07%
5,802
-333
135
$854K 0.07%
7,129
+467
136
$852K 0.07%
+71,489
137
$824K 0.07%
13,496
-13
138
$823K 0.07%
8,236
+179
139
$823K 0.07%
34,693
+5,528
140
$809K 0.06%
18,793
+462
141
$781K 0.06%
15,643
+99
142
$780K 0.06%
7,472
+137
143
$774K 0.06%
8,125
-1,534
144
$774K 0.06%
7,169
-3,464
145
$766K 0.06%
5,127
-218
146
$761K 0.06%
16,340
+778
147
$760K 0.06%
4,731
+385
148
$734K 0.06%
9,789
+203
149
$727K 0.06%
11,842
+993
150
$726K 0.06%
8,730
-167
4 5
6
7 8