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
151
$712K 0.06%
8,166
-1,168
152
$709K 0.06%
14,054
-235
153
$708K 0.06%
12,440
-611
154
$693K 0.06%
15,163
-1,458
155
$639K 0.05%
8,445
-2,338
156
$637K 0.05%
11,919
+2,735
157
$623K 0.05%
+8,169
158
$621K 0.05%
11,943
-17,915
159
$620K 0.05%
6,607
-229
160
$620K 0.05%
2,326
+113
161
$617K 0.05%
10,147
+34
162
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10,440
-319
163
$607K 0.05%
5,070
+38
164
$593K 0.05%
10,065
-215
165
$575K 0.05%
19,578
+196
166
$574K 0.05%
4,383
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167
$573K 0.05%
45,472
-24,570
168
$571K 0.05%
18,978
+1,377
169
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2,536
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170
$555K 0.04%
7,485
-558
171
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10,368
172
$550K 0.04%
27,112
-8
173
$536K 0.04%
14,756
-1,646
174
$531K 0.04%
5,156
+373
175
$527K 0.04%
8,177
-43
5 6
7
8 9