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
176
$417K 0.05%
10,549
-51
177
$415K 0.05%
30,824
+2,400
178
$411K 0.05%
6,993
+143
179
$406K 0.05%
12,025
180
$404K 0.04%
386
+82
181
$403K 0.04%
19,979
+3,071
182
$395K 0.04%
5,281
-20
183
$394K 0.04%
11,188
-1,180
184
$393K 0.04%
5,708
+1,687
185
$384K 0.04%
+5,026
186
$384K 0.04%
9,132
+432
187
$374K 0.04%
4,903
+178
188
$373K 0.04%
4,486
+83
189
$368K 0.04%
20,811
-4,799
190
$368K 0.04%
21,747
+530
191
$367K 0.04%
1,523
+71
192
$366K 0.04%
4,542
-11,251
193
$363K 0.04%
1,887
-359
194
$363K 0.04%
8,145
+700
195
$362K 0.04%
15,593
196
$361K 0.04%
4,119
+294
197
$358K 0.04%
10,445
+841
198
$357K 0.04%
5,626
+165
199
$355K 0.04%
10,056
-426
200
$345K 0.04%
5,990
+94
6 7
8
9 10