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
151
$551K 0.06%
8,922
-85
152
$544K 0.06%
7,898
+135
153
$541K 0.06%
6,090
+250
154
$533K 0.06%
32,140
+4,834
155
$530K 0.06%
34,160
-7,580
156
$523K 0.06%
11,574
+2,459
157
$515K 0.06%
18,959
+2,338
158
$510K 0.06%
14,068
+298
159
$507K 0.06%
6,676
160
$499K 0.06%
6,290
+100
161
$495K 0.05%
10,707
-1,482
162
$484K 0.05%
4,523
+71
163
$484K 0.05%
10,912
-1,208
164
$483K 0.05%
+9,835
165
$481K 0.05%
4,188
+60
166
$474K 0.05%
6,075
+135
167
$473K 0.05%
8,850
+1,285
168
$466K 0.05%
4,441
+158
169
$458K 0.05%
5,874
-120
170
$458K 0.05%
4,525
-75
171
$454K 0.05%
7,893
+216
172
$451K 0.05%
14,204
+540
173
$440K 0.05%
6,560
+318
174
$433K 0.05%
3,895
+40
175
$418K 0.05%
9,790
+1,224
5 6
7
8 9