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
126
$1.05M 0.07%
8,624
+388
127
$1.05M 0.07%
8,175
+703
128
$1.05M 0.07%
5,977
+1,246
129
$1.04M 0.07%
8,889
+225
130
$1.02M 0.07%
35,778
+1,085
131
$1.01M 0.07%
37,168
-306
132
$1M 0.07%
7,329
+200
133
$1M 0.07%
11,991
-2,974
134
$991K 0.07%
20,515
-1,639
135
$958K 0.07%
5,127
136
$950K 0.07%
11,942
+100
137
$950K 0.07%
23,242
+789
138
$937K 0.07%
27,293
139
$935K 0.07%
15,785
+1,731
140
$931K 0.07%
13,060
-436
141
$901K 0.06%
14,245
-1,810
142
$888K 0.06%
21,722
-3,892
143
$885K 0.06%
5,015
-787
144
$877K 0.06%
24,000
-2,050
145
$816K 0.06%
7,471
-654
146
$785K 0.06%
2,296
-30
147
$771K 0.05%
16,928
+588
148
$765K 0.05%
5,608
+452
149
$761K 0.05%
7,168
+561
150
$737K 0.05%
9,026
+581
4 5
6
7 8