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
151
$732K 0.05%
7,688
-478
152
$729K 0.05%
8,659
-71
153
$725K 0.05%
21,447
+1,869
154
$708K 0.05%
9,516
+1,339
155
$703K 0.05%
10,939
+1,937
156
$702K 0.05%
8,274
-1,515
157
$698K 0.05%
9,812
-253
158
$698K 0.05%
18,478
-500
159
$688K 0.05%
13,823
-933
160
$666K 0.05%
12,899
-2,744
161
$664K 0.05%
4,881
-189
162
$649K 0.05%
5,003
+466
163
$637K 0.04%
7,338
-831
164
$624K 0.04%
12,961
-2,202
165
$623K 0.04%
9,946
-494
166
$620K 0.04%
26,272
-840
167
$619K 0.04%
3,878
-505
168
$617K 0.04%
2,536
169
$607K 0.04%
3,667
-115
170
$594K 0.04%
2,089
+115
171
$592K 0.04%
13,736
+3,466
172
$587K 0.04%
10,290
-2,150
173
$582K 0.04%
26,096
-176
174
$572K 0.04%
10,192
+45
175
$570K 0.04%
6,075
+1,129
5 6
7
8 9